Financial Advisor Transition Services
Don’t let uncertainty, worry, or inexperience with the process hold you back from making a transition to independence. With Good Life financial advisor transition services, you can rest easy knowing you have a dedicated team on your side to help you throughout the entire process. From planning and paperwork to post-transition support and beyond, our team will work closely with you to restore revenue as quickly as possible, while creating a pleasant experience for you, your staff, and your clients.
There are many benefits to becoming an independent financial advisor. Here are just a few:
Your Name, Your Brand
Build the practice you want, with your name and your brand. We can help you with branding and your online presence as well.
Don’t be restricted by products or quotas. As an independent advisor, you have the freedom to customize products to meet your clients’ needs.
Product flexibility and the ability to build close relationships with clients can help to improve retention for a consistent revenue stream.
The average payout for advisors working within firms is 30-40%. As an independent advisor running your own business, that can increase to 70% or more.
We will work closely with you every step of the way to ensure your transition is as simple and as efficient as possible. Here’s a quick look at our process:
Why Work With Us?
Independence Made Simple
Transitioning to become an independent advisor can be a complicated process, but we’re here to make it simple for you. While it may seem like you will have much more responsibilities with owning your own practice, we offer a full suite of tools and services to help take that burden off your shoulders—allowing you to focus on your clients and business. Explore our site to learn more about our services, or get in touch to discuss your specific needs.
Grow Your Firm
Following your transition, we will remain your dedicated partner. We can be as involved as you need us to be, helping to support and grow your business moving forward. Whether you need assistance with managing your practice or even want to outsource some of your financial planning clients to continue building your book of business, we can customize our solutions to meet your unique needs. We are here to help you build a successful business.
Let’s Get Started
With financial advisor transition services tailored to the unique needs of your business, we can help you get up and running as an independent advisor as quickly as possible. Let’s get started!