Grier Rubeling is a transition consultant for Advisor Transition Services.

Author Grier Rubeling

Advisor Transition Services, Transition Consultant

Grier Rubeling helps advisers and existing RIA firms navigate and understand the administrative and operational aspects of transitioning a book of business. Capitalizing on her unique background and years of experience, she has developed a comprehensive list of things that every adviser should be considering, researching, and executing during the due diligence and planning process. She has also generated an extensive collection of resources to supplement that list.

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