The Licensee Transition with Geoff Whiddon and James Williamson

The numbers show that a record number of advice firms transitioned licensees over the last 12 months.

Whether it's due to a desire to be self-licensed, making the choice to switch or being forced to by the close of a dealer group, it can be a stressful, complex and fatiguing experience with many decisions to make. That's why I wanted to share this.

I'm joined by three advisors (Matt Bruce, Geoff Whiddon & James Williamson) who have been through the experience of the last 12 months for all three of those reasons.

In this episode of The Finnovator, we explored:

• how to decide whether to stay or go,
• assess your options,
• prepare to transition,
• the pitfalls to watch out for and,
• maybe most importantly, how to manage the change personally.

I hope it helps you to make the right decision for yourself, your clients and your practice.

 

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