Grier Rubeling Email & Phone Number

I help advisors start or join RIAs by assisting with the operational and administrative aspects of moving a book of business. I can help you understand the process, create a customized plan, and execute it with speed and efficiency. I come from a client service and operations background, so I don't mind rolling up my sleeves and doing the dirty work. I act as a liaison between advisors, custodians, vendors, and clients. I feel completely comfortable communicating with all parties involved in the transition process and do so with poise and professionalism.I've worked with breakaways from the wirehouses, bank advisors. independent advisors in the IBD space, IARs lifting out of current RIAs to switch to others or start their own, RIAs merging or acquiring advisors/teams, and RIAs switching or adding custodians. Contact me at grier@advisortransitionservices.com for a free consultation today and let's chat about your future goals and dreams.

Listed skills include Transitions, Strategic Planning, Administrative Assistance, Office Administration, and 7 others.

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  Virginia Polytechnic Institute And State University - Pamplin College Of Business

  Marketing Management