We’ve all heard of the headaches that are often associated with transitioning to a new broker-dealer — the pains of repapering, the long transition time commitment, the risk of compliance issues arising, and the worst, client attrition. It’s enough to keep you from making the move you’ve always dreamed of or make you seriously consider other options. News flash… that was yesterday, and today, those limitations aren’t holding financial advisors like you back. Bottom line – transitions aren’t what they used to be.

The process of transitioning to a new broker-dealer has been rapidly evolving over the past decade, and it’s being driven by digital. In fact, it’s even changed significantly over the course of the last year. So, it’s time to throw away your preconceived notions on switching broker-dealers, open your eyes to opportunity and get in the game.