Your Transition
Top 10 Questions When Choosing a Dealer
No two dealers are alike. As an independent advisor, you’re looking for an organization that has deep management experience, an inclusive culture and state-of-the art technology and processes. Following is a list of questions you should ask as part of your due diligence process.
- 1Do you have an experienced transition team?
- 2At retirement, will you assist me with my succession planning and guarantee the purchase of my practice?
- 3Do you have a robust and competitive fee-for-service platform?
- 4Do you support the use of trade names?
- 5Does your company offer a strong technology platform including:
• Financial planning software
• Asset allocation software
• Personal websites
• Research
• Integrated CRM - 6Will I have access to tech support for web, email, client data and customer relationship management (CRM)?
- 7Can my clients view their accounts online?
- 8Do you offer a share ownership program?
- 9Is there a system and culture in place for my voice to be heard and acted on?
- 10Do you offer a transition bonus for appropriate advisors?
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.
