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Transition Your Advisory Business with Confidence

Learn about transitioning and how a move could be the best business decision you make

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LPL’s white paper covers key concerns and best practices when making a move, including:

  • Common concerns financial advisors have on legal rights, client retention and business options.
  • 3 key areas to help prepare, map out your goals, and ensure you’re aligned with the right partner.
  • LPL's transition roadmap that helps advisors get trained and their clients’ assets moved within just 2 months of joining.

Change can be challenging and the fear of the unknown can hold many advisors back. But often times, the decision to make a move is more difficult than the actual process.

No one will say change is easy, but a transition could be one of the best business decisions you make for you and your clients. Download Transitioning Your Business: What You Need to Know to help you move forward, without looking back.

If I could go back in time, I’d tell myself to go independent even sooner.

- John Feste, Advisor with Marks Group

LPL Financial and Marks Group Wealth Management are separate entities.