ADVISOR SUCCESS STORIES
Location: San Francisco, California
Clients: Around 50
Experience: +20 Years
I wanted the ability to provide a meaningful and positive service to families and individuals.
I wanted to retain ownership of my client base, obtain needed business support, and continue to build value over time.
At AdvicePeriod, I have ownership in my business and more control over the client experience. I believe planning and advice is the foundation of any client relationship. AdvicePeriod and I share the same values.
My clients were very curious to hear where I moved and why. They were diligent in asking lots of questions and as I began to explain AdvicePeriod’s planning and investment philosophy and the technology platform, they were excited about making the move with me.
I did my due diligence before I started. Nothing can fully prepare you for the move. I’ve been really impressed with the depth and breadth of our resources and institutional relationships. I thought my prior firms had connections, but AdvicePeriod’s surpassed my expectations.
There are many! I’ll never forget the day I started. When I first walked into my temporary office, I was nervous! But there to greet me was my AdvicePeriod “Champion”–my wingman for success. He supported me through the entire on-boarding process, encouraged me at every step of the process, and made me feel extremely at ease. As a result, within two months, I transferred most of my client base.
Do it! Instead of getting stuck with busy work and relegating important strategic decisions to the back-burner, I encourage you to take the time to make the transition to a firm which gives you more control and support in building your business. Now I have more time to focus on my clients and my business. I wish I had made the move to AdvicePeriod sooner.