Your Transition
Transition Program
We fully appreciate that one of your biggest concerns when contemplating the move to a new dealer is the quality and speed of the transition process.
At GP Wealth, we’re here to support your move every step of the way.
In fact, we believe our transition program is second to none. Through the years, we’ve developed a comprehensive, step-by-step transition process that ensures a smooth and speedy transfer for everyone involved — you, your team and your clients.
Transition Bonus
We know changing dealers is difficult and can lead to unexpected expenses. The process starts with a transfer bonus intended to recognize the value we place on your practice. This bonus also represents financial support from us to assist you with costs associated with the move.
Seamless, Thorough, Fast
The moment you make the decision to switch, the GP Wealth transition team swings into action. Our simple objective is to minimize the disruptions and provide assistance wherever it’s needed. This allows you to focus on your clients and complete your transition in the shortest time possible.
We’ve done this many times before. And we’re committed to providing you the full benefit of our knowledge and experience.
Transition Program Support
The following are 3 essential components of our transition program:
Comprehensive Training
As a seasoned financial advisor, you’ll find our training gets right to the point and covers all the angles. We’ll provide you and your team with training in the following areas:
Ongoing support
Our trained transition personnel will stay assigned to you until you and your team are completely familiar with all of our technology, staff and procedures.
GP Wealth Management ticks all the boxes. Learn more about why
we’re the independent advisor’s Dealer of Choice!
Contact Me Today!
1.800.608.7707
PETER EVENSON
VP Business Development
Succession Planning for Financial Advisors
Learn How to Maximize
the Value of Your Practice
One of the biggest challenges you will face as an advisor is planning and executing your business succession. There's a lot you need to know before starting your succession plan, and we cover the topic from A to Z in this complimentary eBook. You'll also learn about our Guaranteed Succession Program, which ensures the sale of your practice at a competitive price. As part of this innovative service, we'll work with you to systematize your business processes, which will increase the value of your practice, and assist in the ownership transition, so the transfer goes smoothly for all concerned — you, the buyer and your clients.
