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In our latest FastChat video interview, Diana Britton talks with Tammy Robbins at Cambridge Investment Research, Inc., about broker-dealer/RIA transitions and what to know when creating a winning team and seamless client transition experience.
Some of the questions that are addressed:
- Why should a financial professional consider transitioning to a new partner firm?
- What does a typical transition timeline look like?
- What are some of the things a financial professional should consider when choosing a new partner firm?
- One of the biggest concerns a financial professional may have is their client base and/or staff reacting to a transition. What are some recommendations you have to make this process as seamless as possible for those involved?
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