Are you curious about what a transition in the digital age truly entails? My guest, Lizzie Warner, and I will step inside the world of broker-dealer/RIA transitions and unveil the timeline and milestones of these transformations. We want this to be your gateway to making your move smoother and more accessible than ever before.
Lizzie Warner, vice president of transition and strategic acquisitions at Cambridge, will shares her insights and stories from guiding countless financial advisors through this pivotal change.
Lizzie will also introduce Cambridge's complimentary resource, “Asking the Right Questions of Your Next Transition Team.”
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Here is a complimentary checklist: “Asking the Right Questions of Your Next Transition Team" - https://www.joincambridge.com/insights/insights/critical-questions-to-plan-your-transition/
A message from Advisor Perspectives and VettaFi: To learn more on this and other topics, check out our full schedule of upcoming CE-approved virtual events.
Remember Everything You Learn from Podcasts
