Transitioning your practice isn’t about taking a leap, it’s about taking control.
At Good Life, we eliminate uncertainty by ensuring compliance, technology, and operations are fully in place before you move.
Many advisors delay their transition due to fear of disruption, but the right partner removes those risks before they happen.
With 96% of expected AUM retained within 90 days, our structured transition keeps your momentum going while giving you the independence to build your practice your way. No downtime. No guesswork. Just a fully operational, growth-ready business from day one.
Is It Time to Transition?
Advisors don’t transition because they aren’t ready—they transition because they’ve outgrown their firm. Some see the warning signs clearly: restricted investment options, mounting administrative burdens, limited marketing support. Others realize over time that their firm prioritizes its own goals over theirs.
Key Indicators That It’s Time to Move Forward:
Limited Flexibility
Your firm limits your ability to serve clients the way you want.
Administrative Burdens
Compliance and administrative tasks consume more time than advising.
Lack of Growth SUPPORT
Scaling feels impossible without better tools, automation, and marketing support.
Restricted Control
You want more control over your future—your clients, your brand, and your growth.
Explore More Insights From Advisors Who Have Made the Move
Looking for expert guidance? Our blog series walks you through every stage of the transition process.
Each article provides valuable insights from advisors who have made the move—and why they wished they had done it sooner.
A clear roadmap for
a smooth move.
A transition isn’t about leaving something behind—it’s about stepping into a stronger business model with everything in place before the move. Our structured process ensures a seamless shift, not a disruption.
Looking to Ignite Your Independence?
Deciding to become an independent financial advisor is a major career move with significant benefits like higher payouts, time ownership, and client flexibility. While the path comes with challenges, the right guidance can turn obstacles
into opportunities.
Challenge #1: Fear of
The Unknown
Challenge #2: Communicating the Value of Independence to Your Clients
Challenge #3: Identifying Your Brand and Target Markets
Challenge #4: Adjusting to Independence and the Expenses Related to It
Challenge #5: Using a Set it and Go Mentality
Challenge #6: Overlooking the Influence You Can Have
We can help you navigate the six key challenges of becoming an independent financial advisor with professional insights, resources, and guidance. Download the eBook to learn more!