How Long a Transition Takes, Successfully Transitioning Your Clients, Catching Red Flags, Realistic Expectations – with Grier Rubeling (018)

I recently sat down with one of my favorites in the industry, Grier Rubeling, Founder of Advisor Transition Services.

Our conversation is full of helpful insight: 

• Grier's early career and how she naturally aligned her talents with advisor transitions
• How Grier's expertise and services intersect and complement the in-house services of a RIA and/or B/D
• Catching Red Flags 🚩
• Incentivizing your staff
• Setting realistic expectations
• "Shrinking to grow"
• How long does a transition actually take?

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Contact & connect with me:

Text: (908) 902 4903

Meet: ⁠⁠⁠⁠⁠https://calendly.com/coreywalen⁠⁠⁠⁠⁠

LinkedIn: ⁠⁠⁠⁠⁠https://www.linkedin.com/in/corey-walen-22a76325/⁠⁠⁠⁠⁠

YouTube: ⁠https://www.youtube.com/@CoreyWalen⁠

Thanks for listening!

Corey Walen, Managing Partner, Bridgemark Strategies