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.
How I Found the Easy Way to Create a Policies and Procedures Manual
Struggling to maintain and implement a policies and procedures manual that's specific to your RIA business? Get help here from our special guest author.