ADVISOR TRANSITION SERVICES

In 2018, I founded Advisor Transition Services. I wanted to help advisors navigate the difficulties of transitions. It began as a way to provide administrative and operational support to those who didn't have their own staff. Since inception, my business has evolved to include a significant consulting aspect. I worked with so many advisors to prepare their transitions while they were in the due diligence and planning phases of their startups. I gained valuable experience and insight into the process and spent a lot of time doing additional research... Success Is Within Reach Transition Consulting With Meet Grier I help advisors navigate and understand the process of starting an RIA and assist them with the administrative and operational aspects of transitioning a current book of business.Capitalizing on my unique background and years of experience, I've developed a comprehensive list of things that every advisor