TRANSITION WITH CONFIDENCE

Learn about transitioning and how a move could be the best business decision you make.

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Our whitepaper covers key concerns and best practices when making a move, including:

  • Common concerns advisors have on legal rights, client retention and business options.
  • 3 key areas to help prepare, map out your goals, and ensure you’re aligned with the right partner.
  • LPL's transition roadmap that helps advisors get trained and their clients’ assets moved within just 2 months of joining.


Change can be challenging and the fear of the unknown can hold many advisors back. But often times, the decision to make a move is more difficult than the actual process.

No one will say change is easy, but a transition could be one of the best business decisions you make for you and your clients. Download, Transitioning Your Business: What You Need to Know to help you move forward, without looking back.

If I could go back in time, I’d tell myself to go independent even sooner.

John Feste, Advisor with Marks Group
Get the White Paper