The Williams Consulting Group
Finlocity

The Williams Consulting Group

Succession Planning

Sapphire Sponsor

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. 

HANDOUT

TWCG Transition Package

SPECIALIZE IN

  • Succession Planning & Transition Management

  • Advisor Adoption

  • Asset/Account Mapping

CONTACT INFORMATION

Ph: 713-398-2003

tamara@thewilliamsconsultinggroup.com