Navigating Transitions: Expert Tips for Advisors With Ryan Shanks

Ryan Shanks is the Co-founder and CEO of FA Match, the industry’s only data-driven solution for advisor recruiting. Previously, he was the Founder and CEO of Finetooth Consulting, which provided transition consulting, outsourced recruiting, and succession planning to financial advisors within the United States.

With over 22 years of experience in financial services, Ryan began his career by establishing The Swivel Group, a boutique consulting firm geared toward recruiting services.

In this episode…

How you serve your clients as an advisor determines how successful you become. Being in the right environment is crucial for better service, as it helps you and your clients feel comfortable and can take your advisory career to the next level.

However, most advisors feel they don't have the freedom to put their expertise to work, which increases their desire to transition to other firms or become independent. The transition process itself can pose a unique set of challenges. Ryan Shanks recommends hiring a firm that offers career management planning services to build more meaningful and more profitable connections. 

In this episode of The Customer Wins, Richard Walker sits down with Ryan Shanks, Co-founder and CEO of FA Match, to discuss how to successfully transition firms or become an independent advisor. Ryan talks about the key metrics advisors look for during firm selection, the FA Match business model, and success tips for a transitioning advisor.