Transition Your Advisor Business with Confidence

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Your comprehensive guide to a seamless move.

Change can be challenging and fear of the unknown can hold many financial advisors back. But often, the decision to make a move is more difficult than the actual process. This white paper looks at alleviating advisor concerns around transitioning, preparing properly, and the transition process.

We take a look at:

  • Debunking the myths around transitions addressing common concerns financial advisors have around legal rights, client retention and business options.
  • Keys to transition success including preparation, mapping out your goals, and ensuring you’re aligned with the right partner.
  • The transition process with LPL Financial's transition roadmap helping advisors get trained and their clients’ assets moved within just 2 months of joining.

Your transition is just the beginning.

We are with you every step of the way. A transition with LPL 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

The views and opinions by the Financial Advisor(s) may not be representative of the views of other Financial Advisors and are not indicative of future performance or success. Neither LPL Financial nor the LPL Financial Advisor can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

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