"I just had the opportunity to sit through the program you developed for us. Having been through that myself, I am deeply impressed with how you were able to deal with the complexity of our organization. You learned a lot about us in a short period of time and put that knowledge to good use on our project. Thanks!!"
Fortune 500 company executive
"Andrea: I want to thank you for allowing me to observe the gifts you have and passing them along to the lives of people you encounter. For me, this wasn’t just training for my job and our financial project – it is knowledge and skills I have put forth in regards to my family, friends, co-workers, and people who I will come across my path."
Financial Coaching Skills Training Participant
"I have had the distinct privilege of getting to know and work with Sam Hull through our times together as volunteers for the Financial Planning Association. Sam has used his experience as a personal financial planner and small business owner, along with his great caring spirit to help move the financial planning profession forward….He is experienced and knowledgeable in helping veteran financial advisors develop succession planning strategies, using his own personal experience as a guide. I've never known Sam to do anything for the money, but instead always because it helped someone else with an issue they were dealing with. There is the old saying; "Nobody cares about what you know until they know that you care." Sam exemplifies this in his business and personal dealings every day. I strongly recommend Sam Hull and Whitewater Transitions, LLC!"
Jim Barnash, Sr. CFP ®
Partner, Stride Consulting; Past Chair, Financial Planning Association
"Sam Hull is the whole package: wisdom, experience, knowledge, generosity, practicality -- and a zest for helping others to aspire and achieve their best. It's always a privilege and a joy to encounter Sam in any venue. He's a great model of personal and professional growth and service. If you have the opportunity to work with him, take it!"
Ed Jacobson
President, Edward A. Jacobson Associates
Broker/Dealers What We Do | Testimonials | Learn More |
Whitewater's unique transitions programs boost recruiting, increase retention and help you hold onto assets during RIA transitions.
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"I have found the business aspects of my transition planning inseparable from my own personal motivations, those of my clients and employees, and even those of a future buyer of my firm."
- S. G., CFP® - Owner of RIA
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