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Mindy Diamond on Independence: Expert Advice on Portability

Tips for Advisors Who Are Preparing to Transition

Grier Rubeling, at Advisor Transition Services, provides some practical and actionable tips for advisors, either considering or preparing for a transition. It’s critical for advisors thinking about a move to conduct a thorough review of any non-portable positions and evaluate the impact leaving them behind would have on the overall business. Furthermore, a transition presents a great opportunity for advisors to “shrink to grow.”

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