Whether planned or unplanned, all of your advisors and representatives will someday be out of their practices. Do they have a disaster plan in place in the event of their unplanned incapacitation? To what extent are they maximizing the value of their practices and planning for a future transition?
Retain More Assets
We can help you retain assets by providing your advisors and representatives an easy and cost-effective way to plan for their business transition. We have gone through the process ourselves and we can be there as consultant and coach for your advisors and representatives.
The Whitewater Relationship
Here’s what working with Whitewater can do for you:
- Provide a structured and cost-effective way for your advisors/representatives to prepare disaster and transition plans that may keep assets under your organization.
- Allow you to build more loyalty among your representatives by providing services that differentiate you from other broker/dealers.
- Support your efforts at continuing education by providing speakers for your regional and national organization conferences.
Whitewater offers a range of unique services that can help you and your reps and RIAs prepare for, and successfully navigate their ownership transition. How can we do this?
- Whitewater offers a unique combination of hands-on experience and practical training and expertise.
- We have the ability to serve groups of advisors/representatives through our cadre of coaches and consultants.
- We founded and then sold a successful financial advisory business ourselves. (We "walk the walk.")
- We have helped numerous financial services business owners prepare for and execute their business transition.
The Human Aspect of Business Transition
The transition of ownership in a financial services business is much more than a business valuation estimate, tax planning or legal documents. These are are vitally important components, but there is another equally critical path, that of anticipating and working through the human dynamics that will be generated during the process – the dynamics in your advisors, their clients and their business partners and staff. This is where Whitewater Transitions can help.
Most successful transitions are not "do it yourself" affairs - in the same way your advisors help their clients with the complexities of their financial lives, your advisors/representatives need a transition advisor. More than half of all business ownership transitions fail to complete at some point in the process. We can help you and your advisors/reps be in the "successful" half!
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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"Andrea: I want to thank you for allowing me to observe the gifts you have. For me, this wasn?t just training for my job ? it is knowledge and skills in regards to my family, friends, co-workers."
- Financial Coaching Skills Training Participant
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