Grier Rubeling, Founder of Advisor Transition Services, a consulting firm that helps advisors with transitioning broker-dealers or custodians and starting their own firms, shares her strategic approach to aiding advisors in navigating the intricate terrain of transitioning between different scenarios, emphasizes the importance of efficient client data organization, and discusses her unique journey into the financial realm. The podcast also explores the challenges and fears advisors face during transitions, the process of assisting financial advisors during transitions, the different types of transitions in the financial advisor industry, and the timeline and process of transitioning to a new firm as a financial advisor.
