What Determines a Successful Transition? – with Grier Rubeling, Advisor Transition Services
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 clips:
• 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?
#FATransition #CoreyWalen #financialadvisor #RIA #bridgemarkstrategies #independentadvisor #grierrubeling
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► Useful?
Subscribe: https://www.youtube.com/channel/UC2-A82CiACaopNFmDA87uhQ
Apple Podcast: https://podcasts.apple.com/us/podcast/firm-transitions-with-corey-walen/id1672117664
Spotify Podcast: https://open.spotify.com/show/278IpmwyIWbyGoos4InCOV?si=3146e811274d4fd5
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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/
Thanks for watching!
