The Williams Consulting Group

ABOUT
The Williams Consulting Group will work directly with the broker dealer as the advisors advocate. We will consult with their teams to customize a transition re-papering plan that caters to an advisor's unique book of business while minimizing business disruptions. We are compensated through your transition package, so your payouts are not negatively affected by our involvement.
The Williams Consulting Group will work directly with the broker dealer as the advisors advocate. We will consult with their teams to customize a transition re-papering plan that caters to an advisor's unique book of business while minimizing business disruptions. We are compensated through your transition package, so your payouts are not negatively affected by our involvement.
HANDOUT
TWCG Transition Package
SPECIALIZE IN
Succession Planning & Transition Management
Advisor Adoption
Asset/Account Mapping
CONTACT INFORMATION
Ph: 713-398-2003
tamara@thewilliamsconsultinggroup.com