The advisor transition process is a once or twice in a lifetime experience that advisors go through. If you speak to any advisor or firm, you’ll hear the anxiety and worry that comes with the transition process.

What if, as an advisor, you could feel confident in the process and tools a firm has in place for you to transition your book of business? As a firm, what if your transition process could be a key differentiator?

Join us as we discuss this and more in our latest Skience Fair!

Hear from Kyle Van Pelt, EVP of Sales and wealth-tech thought leader at Skience, as he’s joined by Louis Diamond, President of Diamond Consultants, and Marc Cohen, Executive Vice President of LPL, as they discuss:

• The challenges from both the firm and advisor perspective around transitions

• What you can do to set yourself up for the greatest success through a transition

• How technology is changing the transition process

• What an advisor should look for as they consider transitioning