EP14 - What a real firm transition looks like

The fear of moving firms is rarely about the paperwork. It's about the unknown — and the worry that the clients won't come.  

In this episode, Steven Watts sits down with Christine Walsh, Head of Transitions, and Philip Dubay, Director of Integrations at Founders Financial, to pull back the curtain on what a real, supported transition actually looks like. They walk through the 192-item checklist, the human side of the work, and what makes the difference between figuring it out alone and walking through it with a partner. The closing word for advisors who sense it's time is as direct as it is warm: if you're thinking about it, you're probably ready. 

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Transcript

SPEAKER_00 0:00

From Founders Financial, this is the Built By and For podcast. Partner-to-partner conversations for independent financial advisors. Today, host Stephen Wank, Chief Growth Officer at Founders Financial, sits down with Christine Walsh, head of transitions, and Philip Dubay, Director of Integrations at Founders Financial, to discuss what a real supported transition looks like and what makes the difference. The fear of moving firms is rarely about the paperwork. It's about the unknown and the worry that the clients won't come. Here's the conversation.

SPEAKER_01 0:37

All right, welcome. We got uh Christine Walsh here, our head of transitions from Founders Financial, and our uh director of integration, Philip Dubay. So welcome, guys. Thanks for thanks for joining us. We're gonna have a good discussion today. We're gonna talk about transitions and the impact uh has on advisors, the the fears they may have around them, the the process which they go through. Um so we're gonna dig into that. How's that sound?

SPEAKER_03 1:00

Sounds great. Sounds great. Thanks.

SPEAKER_01 1:03

Um, so you know, when advisors decide to to make the move, right? They they hey, you know what, we're gonna go to a new firm. Um, for whatever reason, they're gonna leave their previous one. Um, you know, describe, in your opinion, what that process is like. Like what is that feeling like for advisors when they decide to make that move, but now they gotta they gotta take on this beast that is that is transitions. Christine, let's let's start with you.

SPEAKER_03 1:25

Well, I think their first thought it's is it's uh kind of overwhelming. There is a fear of the unknown of what they're gonna be getting into, um, which is why we're here to help them build a path and give them direction and give them leadership throughout the whole process.

SPEAKER_02 1:39

Yeah. I oftentimes I I think they'll have an excitement factor, but also a nervousness because, like Christine said, there's a lot of unknowns. But generally, by the time where we've had a member commit to joining, there's a lot of excitement because they might be leaving an environment that maybe is not super cohesive to what they're trying to do and how they're trying to lead and grow relationships. So I think that you know, nervous anticipation, excitement is is a is a big uh emotion that comes out.

SPEAKER_01 2:09

Yeah, they're they're excited to move on. They're they're moving on for a reason. Right.

SPEAKER_03 2:13

They're willing to make the change.

SPEAKER_01 2:14

There's a problem, whatever it might have been or a circumstance, and and they need to move on. Um, so they're excited about that process, but then this this kind of weight of everything I gotta do to actually move, right? It's like you buy a you buy a new house, right? You're super excited about the new house you bought, but then you gotta all the move. I gotta hire movers, I gotta get everything boxed up. That that's that's the weight that uh that I think often exists, and as you guys described. So um when you talk to advisors who are who are getting ready to make that move, what's that one comma, the big one, the one do you hear the most that they're most concerned about uh what part of the transition?

SPEAKER_03 2:49

I think they are most concerned about um how their clients are gonna respond to the move. Um they know why they're making the change and they are feeling in a way that they they need to move. Um, and they feel it's gonna be a move for their clients as well. But I think they get nervous about how they're gonna communicate that and how their clients are gonna respond to them making some changes. And um, I think that's the the vibe I get from.

SPEAKER_01 3:14

The fear of like maybe the client might might leave or something like that. It's not it creates, yeah, something like that.

SPEAKER_03 3:18

That they might leave. Um, and oddly enough, it is the thing that we've found that doesn't happen, right? It doesn't. They're their relationships are strong and they don't need to be worrying about the relationships they have with the clients because they have generated a relationship that is deep and meaningful and trustworthy.

SPEAKER_01 3:35

So yeah, I don't want to call it like in a an irrational fear, but it's sort of an irrational fear, right? It's like, hey, I uh it's something you have to be aware of, but in reality, it the likelihood of that happening is is pretty small if you've been a great advisor and a great partner with them.

unknown 3:48

Yeah.

SPEAKER_02 3:48

I think a lot of that speaks to too our you know our vetting process of as we are introduced to new advisors and we start having these conversations. If if we think that those are going to be areas of concern, we're probably not getting deep enough into conversations where we're starting to unpack those types of fears.

SPEAKER_01 4:05

Yeah. I mean that's a lot what we do is to help them understand how do we mitigate any kind of client impact, right? How do we make sure that the process is as smooth as possible? So um so we so we understand client engagement is is a fear. It's a concern that typically bubbles up. What do they often think is the moat it can be the most disruptive thing to their business? And that's a key word, right? Disruptive. So if client fear is a concern, when they go to go through the process, what is the most disruptive thing that they often think about?

SPEAKER_02 4:37

I think mostly they're concerned with running the day-to-day business and doing all the things they need to do, and then now piling on top of that a whole laundry list of what we'll just call transition checklist items and the extra work needed to actually execute a transition. Yeah.

SPEAKER_01 4:56

So they're they're an advisor and they're a CEO of their business, they're a chief operating officer, chief marketing officer. Now you're gonna throw in, you know, transition expert, right? Then and mover of your entire work life over to something else, uh kind of manager on top of that. So yeah, I imagine that that would be um that would be quite a lot for sure. Any any thoughts on that?

SPEAKER_03 5:15

No, I agree. I think it's one of those things that we have to just let them know that it's we've got a path for them.

SPEAKER_01 5:22

So so on that, so how do you help reassure advisors that you work with that look, this is this is a process, right? And just like any process, we're gonna execute on it, right? And and take away this fear of this this leap that you have to make and all the the negatives that they might perceive in their mind. How do you give them that reassurance and try and uh help them through that?

SPEAKER_03 5:42

So very early on, uh at the very beginning of the process, we go through and we do work with them um in evaluating their their business and what they're their clientele. Um we do what we call a transition guide with them and we curate a roadmap for them essentially on how their transition is gonna work. And it's very unique to them. Um, there are aspects of a transition that every transition must go through. Um we could we don't want to leave anything out, we don't want to forget anything. So we have a process that's built in, but then we work with the transitioning member partner to say, this is your life and this is these are your clients, and how can we work with you to make this unique to you and and what is going on in your life and the type of clients you have and the book of business you work with? And it's done very, very early on.

SPEAKER_01 6:29

Yeah. They're not alone, right? And that that might be another fear that bubbles up is hey, you know, how much is it going to be on me to go do kind of like you know, back to what you were saying before? There are all these different roles, and this is one more add to the list. You know, there you reassure them that no, we've actually got a team, a support group to help you kind of navigate things.

SPEAKER_03 6:46

We have a path and it's full of support. Many, many all along the way, it's full of support.

SPEAKER_01 6:51

And we've we've executed and done a bunch, right? So it's not a new thing. Yes.

SPEAKER_03 6:56

One of the things I like to say is that um you may not have done this before, or this might be something you haven't done in a a while. Um, we do this regularly. So trust us that we are gonna be able to walk you through it and hold your hand through the process.

SPEAKER_01 7:09

Yeah, yeah. But in the same regard, they're all unique to some degree. Absolutely. Right. So talk about that. Talk about how you know every transition is a little bit unique and why they may, you know, vary a little bit here and here and there.

SPEAKER_02 7:23

Yeah. So we're we're like talking to these advisors, you know, prior to them deciding to join. We're learning things about them, about their business, you know, how they manage things, how they lead relationships, how they'll how they execute different aspects of the business. And we're custom tailoring, like Christine said, there's there's actually a it's 192 pay or um checklist item workflow document that we go through, but that doesn't necessarily mean we're going through it in the same order for every person, or we might be swapping out you know, one item for another. So there's a tailored and customized approach to getting their specific transition plan dialed, but it really starts at the very beginning of understanding their, you know, their values, their needs, their wants, and helping design an implementation and transition process that will help them achieve that.

SPEAKER_03 8:12

And I think another part is knowing, um, evaluating their uh strengths and limitations, and then being able to say, you know, you're stronger in this area, and this is the level of what needs to happen with like training or preparation. And maybe this is something you're more limited in, and to say, well, then we all need to like all hands on deck really work and focus on this because it's just not a strength.

SPEAKER_01 8:37

Yeah. I imagine that comes up with a lot of people, with people who are really tech savvy versus ones who are maybe not so tech savvy, right? So if you're very tech savvy, it's probably a slightly different process for you. If it's not, if you're not tech savvy, then it may look a little bit different. But that's where you guys are helping them out. I mean, you're gonna get through it one way or the other and you're gonna make it the best process it can possibly be. But that's maybe where some of the variability I would imagine comes in.

SPEAKER_02 8:59

Absolutely.

SPEAKER_01 9:00

Um do things like their size, the complexity of their accounts, like all this stuff, um, their goals, does any of that kind of change the transition process to a to a degree?

SPEAKER_02 9:13

Yeah, it definitely can. If they're, you know, I'll use two extreme ends of the spectrum, right? You got one firm who's multiple member partners, multiple advisors, broad, uh diverse book of business, you know, asset, different assets, different types of accounts. Maybe they've got alts and annuities and managed money and direct mutual fund business, and there's multiple advisors doing all that. That's gonna be a highly complex, you know, size and from a complexity and size standpoint, versus the other end of the spectrum is you know, solo stop advisor who they're their only employee, and they have one custodian and they run all their managed money through that. Those are gonna be vastly different from a technical standpoint, just in terms of what we have to do, but in terms of like that overall process and mindset, it's it's the same guided process of just taking them through step by step, but picking out which pieces are specifically applicable to them.

SPEAKER_01 10:06

Yeah, just tailoring it to them a little bit. So I I mean, this is going back a little bit, but listening has got to be like the the first thing you guys are focused on, right? I mean, it's it's one thing, and I'm sure many firms do this where hey, here's our process, here's what we're gonna do, we're gonna check all the boxes, and that's what it is. But I I I've I've worked with both of you and I've seen you go through this process. So I have a little bit of more insight than maybe the people listening. Uh you guys spend a lot of time listening and understanding what where their fears are, what's important to them, um, you know, and and you use that to to create comfort of what is probably a very uncomfortable process.

SPEAKER_03 10:41

Right. And there's touching base and just getting the emotional and mental wellness throughout the process is a key point of the of what we provide too. It's just, it's not just here's our list, we got to check the box, and we need to get you from point A to point B. It is a are you doing okay? How do you feel about the pace? Just kind of validating that everybody's you know, working and feeling good about how the process is going. Um, because things have happened in people's lives, and you know, they have families or they've got sporting events or weddings and curveballs come along. Yeah, things happen. And you just kind of have as you're going through the process, you want to just be like, we we have you as a whole, as the whole package. It's not just we're trying to get you to point A to point B. You are here for the whole process.

SPEAKER_02 11:29

Yeah, it's really important to keep the human element tied to their transition and their integration because the utility of what we do. Yeah, we can move your accounts over and we can get you registered and you five, which anyone can do at all.

SPEAKER_01 11:42

Anyone can do that. Yeah. Yeah.

SPEAKER_02 11:43

But if if you can do that in a way that elevates their human connection and elevates their ability to lead and serve relationships throughout, I think that's where we transform to, you know, dynamic territory.

SPEAKER_01 11:56

And if you think about it, it's actually, you know, they might not officially be part of the new firm yet, right? It's their first business dealing with their new partner, right? And in many ways, a great transition process, one that is tailored towards them. You you take all these emotional pieces into consideration, it in many ways, it validates the decision they've made, right? It validates that, hey, you know what? I'm going to somewhere, someplace where they've got my best interest at heart right from the beginning. Yeah.

SPEAKER_03 12:26

We do.

SPEAKER_01 12:27

Yeah, exactly. Um, we talk about technology a little bit, so I'm gonna have have you start with this one. I'm I'm curious to get your thought on the role of technology, which is evolving by the day, right? Um and it it was a big part of it a couple years ago, it's a huge part now, it's gonna be a bigger part as we as we move forward. So the role of technology in a smooth transition, um, what should that role be and how should technology play an increasingly important role in it?

SPEAKER_02 12:51

Yeah, so two answers to that. I'll say one, what it should be, and then maybe one idea of what it shouldn't be. Um what it should do is is be a time saver and an efficiency producer. We don't we want to avoid manual entering of data whenever we can. So we're gonna use you know automations and APIs and systems to make your transfer of data from system A to system B as efficiently as it can. What it shouldn't be, and something I have to be mindful of in my role as the director of integrations, it shouldn't be a distraction. We don't want to create a shiny object that now becomes a focal point and then and then takes focus away from the actual tactical transition piece that needs to happen. We will get to that point. So sometimes we're at we'll have to um be intentional about how we space out and when we decide to show certain technologies and train on certain aspects because yes, it's super important. It's just not most important right now. Most important right now is maybe you know getting your transition spreadsheet and getting all your book of business moved over like through the through the system. Um so being intentional about when we decide to show certain pieces of technology.

SPEAKER_01 14:00

It's it's a tool, right? So like a like a hammer is a tool, right? You can build something great with you, can build a house with you, you can build whatever, right? You can also use it to smash things and it can it can be a it can break stuff, right? It can be destructive, right? So how you deploy that technology, uh how you deploy that tool in a most useful way possible that isn't overwhelming, all that stuff, um, it's it's really important. You know, anything to add on that?

SPEAKER_03 14:23

Well, I was just gonna add um that one of the things that we like to do is um you never see anything one time when it comes to technology. Um there's like the introduction to the technology, then we kind of like you know teach you a little bit more about it. So by the time you are, you know, you forward and you're working on the your absolute transition, your book of business, and all those pieces, you have felt and touched that piece of um technology a couple of times because we don't like like Philip said, we don't want you to get distracted with the shiny things. And so we kind of you know feed it out to you gently and slowly and build upon what you've learned on each training session.

SPEAKER_01 15:00

Yeah. So getting them fully integrated with to get them comfortable with is a huge part of it. Um what does successful technology integration look like from the point of view of the advisor?

SPEAKER_02 15:10

Yeah. So first and foremost, you know, getting to the point where they have actually brought over that book of business and executed like the tactical and practical of getting their business transitioned. If we can do that and minimize, you know, how much late nights and you know data entry slogs that they've had to do to get to that point, that that's an effective use of technology. And then extending it past that into more of the integration territory is if they have a clear vision for how they can use the tools, the technologies, the systems in their workflow and create the right advisor and client experience and and use a lot using all the tools in an integrated way. Um, that's kind of like the second phase of what success would look like from a technology standpoint.

SPEAKER_01 15:59

All right. Um so I want to transition a little bit, no, no pun intended, um, to talk about kind of founders' unique approach, right? So there's a lot of firms that do transition very, very well, some that probably don't, but you know, we know there's a lot of people moving these days, and you know, some of them have as good experiences. I I think we do transitions very effectively because one thing we do, and I've seen you two do uh quite a bit is you put the relationship first, right? You put the, and we talked about this already, put the um the the the human interaction, the the comfort, um, you put that first and foremost in there. So talk a little bit about the founder's philosophy of transitions and how that may compare to to what else uh other advisors may experience.

SPEAKER_03 16:45

I think um you kind of touched on it, it's it's the human element.

unknown 16:48

Yeah.

SPEAKER_03 16:49

I mean, anybody can go, hey, here's the paperwork you need to complete, here's what needs to happen, do all this, get it back to me by this date, um, and I'll follow up with you. Let me know if you have any questions. And I have had transitioning member partners tell me that that is how transitions have happened with them before. And I'm blown away because our um unique take is um the human element. We don't put you out on an island, we never put you out on an island, and um we build a process very curated to you and what you're doing. I think I've I said that before. Um, but we are there with regular meetings, regular follow-ups um to support. And I think you can't take out the fact that the people at founders are passionate about what they do. Um, and I know that I'm passionate, I know Phil is passionate, and we want to be part of that human part with you know with you.

SPEAKER_02 17:47

There's there's a certainly a utility aspect of every transition, right? There's the the practical, tactical brick and mortars of what you gotta do, right? We don't feel that that is you know our differentiator. We want to be a partner to you. We want to engage in a human connection and understand, you know, what makes you want to be a a great advisor. And if we can understand that and weave that into our transition and integration process and help you achieve that, then we feel like that's you know, that's gonna be transformative.

SPEAKER_01 18:18

Yeah, that's what I said, because like the the blocking and tackling in many ways, they're they're table stakes, you're right. Technology has really helped that for a lot of firms, right? So those things you you kind of just have to be good at it, right? Otherwise, the transition is gonna be bad from from the stick get-go. But to your point, the differentiator is is really going that extra mile um and getting that the full level of comfort. I want to go back to some real quick because we we kind of glossed over it. Um, but I think it is unique. It's this on this topic as well, because it's it's unique to founders in many ways, is the technology that they are gonna be onboarded to when they when they come here. Um, the training of that. You know, there's there's this idea right and going around, not just in this industry, but in many industries, is that we have all this great technology and it's a great incredible capability that it provides. And so often it's it's not fully utilized. You don't get the it seems cumbersome. You know, there's uh you're not getting the ROI out of it. Um it sometimes makes things harder when it's supposed to make things a lot easier. And and we don't see that uh nearly as much, if at all. Um, because I think you guys take a lot of pride and a lot of time on the training aspect. So if you could speak to that a little bit, because I think that's really important.

SPEAKER_02 19:28

Yeah, I I I would say a lot of that comes down to how we envisioned and built out our tech stack from the beginning. So um we are in a un and in a unique uh space in the industry where we have a pretty cohesive buy-in of the technology. We don't just partner with every vendor and say, here's your laundry list of you know, technology providers that you can pick and choose from. We have a cohesive selection set of what we've identified as best of breed technologies, you know, for risk management, portfolio analytic, you know, financial planning, we could go on and on. And a lot of that speaks to our unique culture where our members have entrusted in us the, you know, the authority to say, hey, look, this is gonna be best for you. And this, so this is gonna be what we go with. Um, and that allows us to make a much more dynamic training experience because now we can train them on best practice of taking the entire function of what they need to use these tools for, you know, the whole client lifecycle from the initial conversation to the data gathering to the financial plan delivery, all the way down to like the review meeting and and follow-up process, we can integrate each of the technologies into that whole experience in a way that you probably can't do if they just have a pick and choose random everywhere. Yeah. Yeah.

SPEAKER_01 20:56

Yeah, that makes sense. Can either one of you two think of a without you know, specific names or anything, but can you think of a a moment where you or in your experience where an advisor is just kind of like, oh, you know what, this is different. Like this, this, this experience is different. And what was that like that light bulb moment for them? Like, you know what, this, this is I've made the right choice. What we're doing here is from a technology aspect. Just from a transition standpoint, right? They they've gone, they're starting to go through that process and they're having conversations with you. Um, what was that light bulb moment you guys can speak of? If you can't, it's okay. I just didn't know if there was a example.

SPEAKER_02 21:32

For for me, there's one. Um, it was a recent transition that that we've worked with, and we were we were going through you know the technology integration phase of their transition, and they were mentioning how they had this decent tech stack and where they were coming from. The firm had invested money and a lot of time to get it established, but there was zero support and follow up to help them effectively use it. The the phrase that we would hear from them commonly or that They would hear from the previous firm was figure it out. That was that was their feedback. So, hey, I've got this technology issue, my financial plan system's not working the way I need it to. Can you help me? And and their and their response back was, you know, you got to go figure it out on your own. There's zero partnership.

SPEAKER_01 22:15

Yeah. That's that's that's that's a rough set of instructions to figure it out.

SPEAKER_03 22:19

So yeah, and I have just one that um when we were initially um meeting with a member partner, they you asked for um a lot of transparency in the process and and and how that was gonna work and and just how founders worked. And as we were going through, they actually came back, they're like, I asked for transparency, and you are giving me transparency this whole process through. And that is so appreciated that we are able to communicate and just have that, and that was you could tell that they're like, I asked for this, and that's what I needed to be felt, feel supported or listened to. And that's exactly what we were giving them.

SPEAKER_01 23:00

Instant comfort, right? And yeah, that's that's that's awesome. Um, kind of wrapping up here, so kind of go through some some rapid fire questions. Um, for advisors that are getting ready to go into a transition, again, they've made that choice, or maybe they're about to make that choice. Um what should they be thinking about before they get into transition? What what should be they going through their mind?

SPEAKER_03 23:27

Oh, I would say what are you looking? You're obviously looking to make a change. Um, and if you were not to not make the change or to make the change, how would your life look different in six months, one year, how would your firm, how would your clients be? Um, I would suggest, you know, what is causing, you know, compelling you to move? And then um, how would things be different?

SPEAKER_01 23:54

Um do you have so let me ask let me ask it differently, ask it a different way. Um if they're getting ready to make a move, they're trying to make a decision if they're gonna move to a new firm, what should they be asking their new potential partner about their transition process?

unknown 24:12

Yeah.

SPEAKER_02 24:13

So I I think uh in terms of the questions they should ask, and and I think it also goes in reverse, what questions the potential firm that they should be asking, um, kind of echoing what we've been saying throughout is more questions about relationship care, you know, leadership, and less questions about, yeah, culture, it's a great one, less questions about like maybe specific process details and things like that. Because, like we said, those are the table stakes, those are the utility, you know, the commodity, the things that are being commoditized away by AI and technology and all the efficiencies. So if those questions, the you know, leadership, care, relationship type questions are not being asked, the th that would be some red flags for me.

SPEAKER_01 24:56

Yeah, so maybe confirm those things all exist, right? I mean, again, it's table stakes, but then make the bulk of uh your exploration be around those other areas for sure. Yeah. Okay. Uh, Christine, question for you, and Philip, please feel free to jump in this as well. But um what advice would you give to an advisor, which I'm sure you've actually given before? Um, what advice would you give to an advisor who who's feeling stuck in fear of this change? What would you tell them?

SPEAKER_03 25:23

Um I would tell them that they are not alone, um, and that we will support them and hold their hand and get them through the process, and that it is something that is vastly different. They are trying to run a business and have our life and then throw in a transition. So their fears are very, very well founded. But at the same time, we have done this. And we, you know, like we said before, trust in us that we will get you through this process cleanly and smoothly.

SPEAKER_01 25:55

Yeah, good partner with your best interests at heart. They're gonna make sure you come out the other side uh and in good shape.

SPEAKER_03 26:01

And I mean, we love doing this. This is like we're in these roles because this is something that we really enjoy doing. And so we like to do that. At least I like, I'll speak for myself. I like to do transitions, I love to see the end results, and I love working closely with the member partners very, very much.

SPEAKER_01 26:19

It's probably, and I would imagine it would be very rewarding to see an advisor go through this this process, which can be uh, you know, any any different amounts of time to get through it, right? Some are really short, some are very long, depending on the the nature of their business. But it's gotta be very rewarding to see them start one place, probably very concerned, very nervous, very overwhelmed in some cases, and just get to the other side and just feel the peace that will kind of wash all over them. Yeah. Um, it's gotta be pretty, pretty cool for you guys. Yeah.

unknown 26:50

Yeah.

SPEAKER_02 26:50

Just to chime in on that that question too. Some if if an advisor's feeling stuck about making it making a decision, one one question you know, I'd I'd have them ask themselves is if I weren't to do this, or for God forbid, I wasn't able to serve them, how, how are these relationships that I've spent potentially a lifetime you know curating and building, how are they gonna continue to be cared when maybe I'm not the one doing it? Yeah. Um and if you know that can probably guide their decision making quite a bit. Yeah, absolutely.

SPEAKER_01 27:21

Um, all right, last question before you wrap up. Um if an advisor listening to this is is gonna take one thing away to to kind of in their their new mindset, right? What is that one thing you want them to leave this conversation with?

SPEAKER_02 27:40

I would say to have more focus on the what we've kind of been talking about throughout, the human aspect of what a transition looks like and what's that you know relationship impact and and how how is this transition, this decision going to impact or empower that advisor to lead and serve relationships the most effectively and maybe less focus on just the the little nitty-gritty details.

SPEAKER_03 28:11

Yeah, it's good. I was gonna say if you are listening to this and you are thinking that this is that you're thinking about making a change, then you're probably ready to start thinking about making a change.

SPEAKER_01 28:22

And you're thinking about it for a reason.

SPEAKER_03 28:23

Yeah, you are. There's something that is in your mind, in your heart that is saying something needs to change. Um, and I want it to be for the better of my clients and the better of myself and and to to act on that.

SPEAKER_01 28:36

Yeah, and make the leap, right? I mean, if we've got the right partner, yeah, and and they've got your best interest at heart. The process is the process, but it's a process that can be executed upon. Absolutely. And uh we'll all get through it. And man, like what's kind of what you were saying earlier. If you if you chose not to do it, you're you're just accepting the the world that you're in, right? And and if you're asking the question, you've already determined that's not the world you want to be in. Yeah. So let's let's get through this process and we're gonna help you make it as easy and painless as possible. And uh in many ways, they're not all that painful.

SPEAKER_03 29:09

Sometimes they're they're really not.

SPEAKER_01 29:11

Yeah, we we may be actually setting up the the the wrong feeling here. Um I've seen you guys do a lot of them where they're they're very easy and they're very straightforward. And uh it's a it's a great dynamic between the the new you know, incoming member for us, uh the advisor and um our team, and and just that that that uh that feeling of rejuvenation as you get to the end of it and just the the better place that the the advisor's in when it's uh all sudden done.

SPEAKER_03 29:37

It's all in the preparation.

SPEAKER_01 29:38

Yeah, exactly.

SPEAKER_02 29:39

Yeah, what a what a privilege is it to be able to choose a challenge or you know, a uh experience that you have to go through to have the end goal of it be your ability to transform lives in a in a more impactful way.

SPEAKER_01 29:52

If you can choose that, like that's powerful. Yeah, I don't think there's a better way to end this conversation than with that. That's that was fantastic. So thank you all uh for uh thank you both for coming in and uh having this conversation with me and uh just appreciate your time.

SPEAKER_00 30:05

Thank you.

SPEAKER_01 30:06

Thank you. Thanks.

SPEAKER_00 30:08

Thanks for spending time with us on the Built By and For podcast. If this conversation resonated, follow the show on Apple Podcasts, Spotify, or YouTube, and share it with an advisor in your circle who's thinking about what comes next. To learn more about Founders Financial and our solutions for independent advisors, visit Foundersfinancial.com. The Built Buy and For Podcast is produced by Founders Financial. The opinions expressed by hosts and guests are their own and do not necessarily reflect the views of Founders Financial. Content is for informational purposes only and is not intended as investment, legal, or tax advice. Securities offered through Founders Financial Securities LLC, member FINRAM and SIPC, registered investment advisor. Copyright Founders Financial, all rights reserved.