Transitioning Your Dealer Supplier is Simpler Than You Suppose







Based on current analysis, over half of all advisors have made, or are contemplating making, a change within the final 5 years. And the explanation why are compelling, most notably the truth that advisors making a transition are seeing a 30% progress of their AUM after making the transfer. So, sure – the grass is unquestionably greener on the opposite aspect of that fence – the problem then is the way to break via the inertia holding you again, together with the way to navigate the numerous elements concerned in a transition so your shoppers comply with and also you unleash pent-up power and momentum in what you are promoting. 


Be part of us to study from business specialists skilled in advisor transitions, together with advisors who’ve lately made a change, to study the highest methods for fulfillment, together with actionable recommendation for the way to:

  • Discover a broker-dealer that may show you how to develop
  • The proper strategy to shopper communications
  • The authorized, operational, expertise and monetary elements concerned to turbo-charge the subsequent chapter of your profession

CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credit have been utilized for and are pending approval.

Sponsored by



Timothy D. Welsh, CFP® – Moderator


Nexus Technique, LLC


Trisha Qualy, CFP®

Managing Director

Affiliated Advisors


Frank Chiodi


Precision Wealth Options


Diana Britton – Host

Managing Editor




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