A live, interactive session paneled by senior executives at award-winning firms With thousands of financial advisors changing firms every year, the companies that excel in transition support have a distinct competitive advantage. So much so, that the 2021 Wealthies category for transition support had its highest number of nominations in the history of the program. Keys to success for the firms and technology platforms involved is a smooth onboarding of new clients, along with dedicated support for advisors to get them up and running quickly. Because as every advisor knows, asking clients to join them at their new firm can be a daunting and sometimes overwhelming experience. Join our panel of transition experts featuring leading broker dealers, technology platforms and industry executives as they go deep on the key issues involved, the emerging trends — and the action steps that are leading to market share gains. Register | 
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