What kind of deal did the advisor get?

When discussing advisor movement, there’s one question that’s often top of mind:

What kind of deal did the advisor who moved get?

Certainly, it’s no secret that in the competitive recruiting world that advisors often receive a transition deal when joining another firm.

But, beyond a transition deal, plenty of advisors wonder how they can monetize their business over time – thinking about the short-, mid-, and long-term – whether they are in an employee or independent model.

This week’s featured podcast episode breaks down the economics “from transition and beyond”—with answers on where transition deals are at, the economics over the short-, mid-, and long-term, considerations around retire-in-place programs, maximizing enterprise value, and much more.

Whether you’re considering a move, just curious about transition deals, or wondering how you can make the most of your current business, this is one episode to listen to.

Plus, there’s no better companion resource on the topic than our Transition Report. Download it here…

Hoping these resources help you transition smoothly out of summer mode…

Keep learning and growing!

Mindy

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