Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Elite Consulting Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Elite Consulting Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Inside the Transition: What Really Happens When Advisors Moves

54:25
 
Share
 

Manage episode 489633925 series 2815497
Content provided by Elite Consulting Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Elite Consulting Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Key Highlights:

-How long it really takes to prepare and execute a successful move.

-What you can - and can't - say to clients during a transition.

-The emotional cost of waiting too long to leave.

-Why your assistant should be part of the due diligence process.

-Using the transition conversation to grow your book of business.

-Legal tips for navigating non-protocol firms.

-The value of having a transition project manager on your team.

Whether you're planning a move next month or just starting to consider your options, this episode provides actionable insights and firsthand advice from industry veterans who have seen it all.

Ready to talk? Reach out to Stacey at [email protected].

  continue reading

268 episodes

Artwork
iconShare
 
Manage episode 489633925 series 2815497
Content provided by Elite Consulting Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Elite Consulting Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Key Highlights:

-How long it really takes to prepare and execute a successful move.

-What you can - and can't - say to clients during a transition.

-The emotional cost of waiting too long to leave.

-Why your assistant should be part of the due diligence process.

-Using the transition conversation to grow your book of business.

-Legal tips for navigating non-protocol firms.

-The value of having a transition project manager on your team.

Whether you're planning a move next month or just starting to consider your options, this episode provides actionable insights and firsthand advice from industry veterans who have seen it all.

Ready to talk? Reach out to Stacey at [email protected].

  continue reading

268 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play