Advisor Transitions at Avidian

Dive into seamless advisor transitions with Rachel Daniels, Head of Transitions at Avidian. In this episode, Rachel shares how she guides advisors and clients through the transition process-from initial planning to full integration-while ensuring an exceptional client experience.
📌 What You’ll Learn:
✅ The secrets behind a 90%+ client retention rate during transitions
✅ How Avidian customizes workflows and strategies to fit each advisor’s unique needs
✅ Real stories, like a 5-day transition that onboarded 100% of a team’s business
✅ The advantages of a multi-custodian approach tailored to client-specific requirements
This conversation focuses on clear communication, innovative technology, and cultural alignment and reveals how Avidian turns challenges into success stories. If you are an advisor looking to make a move, please visit us at avidianwealth....