It is simply unrealistic and counter-productive to assume there will be no hiccups of any kind when transitioning hundreds, if not thousands, of accounts in a short amount of time.
As big firms consolidate, more and more local branch offices are closing—and advisors are wondering what their options are.
Gerry Goldberg, CEO and co-founder of GYL Financial Synergies, describes how a simple sketch on a restaurant tablecloth turned into an RIA with 3X revenue and $8.5 billion in assets in five years.