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Talking Transitions with Andrew J. Evans, MBA

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The 401k Study Group

The 401k Study Group

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Today I chat with Andrew J. Evans, MBA about the ins and outs of Advisor transitions.  Why do Advisors move?  What are the reasons and the hurdles to be considered when moving.  How does a firm like Atlantic Financial Group help those Advisors making a change?

Andrew serves as Managing Director of Atlantic Financial Group and Securities Principal registered through Cambridge Investment Research.
Andrew works with our branch network on two major areas: field development and supervision. Andrew works directly with our advisor relationships to grow the field and maintain operational oversight in their daily compliance. Andrew also is directly involved with helping producers transition to our group and ensure their on-boarding is successful.

Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., registered broker-dealer, member FINRA/SIPC.
 

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