While major brokerages tout their best-in-class technology, world-class research, practice management tools and platform integration, recent studies reveal that one of the real secrets to winning over advisors is providing committed and reliable resources to work with them to maximize retention of their clients. Conclusion: Transition Support is one of the top two qualifiers for transitioning advisors.
Jeff Douglas leads the team at Advisors In Motion to provide an outsourced solution to broker/dealers and transitioning advisors who require real and reliable support when migrating to a new firm. This dedicated team provides the depth, experience and solutions to navigate through the unique challenges presented during this time sensitive 90 day period, and much more.
The AIM team work with advisors (not the advisors clients), maintaining the resources to engage several cases at any given time. On a larger scale they put the team to work with branch offices that require an effective SWAT team to coordinate their transition and expedite the process quickly and efficiently.
Consulting services are available for those dealers seeking to build out an internal transition team and they provide an 'advisor evaluation' service to those requiring a second opinion before committing to a competitive recruit.
Advisors In Motion, your outsourced business partner.
Plan. To Succeed.
Company Details
- Founded
- -
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.advisorsinmotion.com
- Keywords
- Strategic Transition Coordination, Individual and Corporate Services, Post Transition Business Advisory, 24/7 Effective Transition Team.
- Competitors
Advisors In Motion Questions
Advisors In Motion's website is http://www.advisorsinmotion.com
Advisors In Motion's LinkedIn profile is https://www.linkedin.com/company/advisors-in-motion
Advisors In Motion's industry is
Financial Services
Advisors In Motion's categories are Financial Services
Advisors In Motion's founding year is 2014
