Advisors in Transition (AiT) Meeting


5:30 pm - 6:30 pm

Did the recent downturn put pressure on your firm’s revenue?

Has the recent market volatility affected your firm’s revenue?
Have you considered subscription model pricing – or some other model?

Join the AiT team for a discussion with Patricia Parker of Discovery Wealth Management and Larry Miles from Advice Period to answer your questions and discuss alternatives to the AUM pricing model.

Advisors in Transition addresses the needs and interests of members contemplating changes in the ownership, structure and oversight of their practices. We include advisors in the process of establishing independent practices, considering retirement or ownership transfers, addressing internal and external successions, and looking to grow their businesses for future transitioning to the next generation.