Grier Rubeling, Advisor Transition Services, joins this special Industry Update episode to share practical portability tips and actionable transition advice for financial advisors considering or preparing to change firms.

Expert Advice on Portability: What You Need to Know to Prepare for a Move

Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond the independent space to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape. Each episode is designed to offer objective guidance and actionable advice with some of the industry’s brightest movers and shakers.

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Expert Advice on Portability: What You Need to Know to Prepare for a Move

Expert Advice on Portability: What You Need to Know to Prepare for a Move

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