Thinking about a New Path?
Let’s talk about a transition.
Step 1
Let’s talk. Registering with a new firm is committing to a new relationship. One with someone you know very little about. With ten years of transition experience we have learned the right questions to ask to make sure we are a good fit for your business. Our commitment to you is to take away the mystery, pull the curtain back, and let you see what we are all about. Notice, we don’t talk dollars until you decide we are a good fit.
Step 2
Complete our transition form. This will tell us everything we need to know to offer you a proposal. We have found a customized proposal is the best tool to evaluate us in your decision making process.
Step 3
We have helped with hundreds of transitions, and while no two are the same, we know how to make it as painless as possible. Before you make the move, you will have a roadmap for the transition process. Importantly, our transition process is one of the fastest in the industry so you we can be up and operating with as little down time as necessary.
You can transition too:
“I was introduced to Veritas in the midst of our firm beginning to move from a commission-based model to a fee-based model. We had all but decided to begin our own RIA. However, Veritas provided another pathway to our independence. A turn-key partner including back-office support, personalized business planning guidance, and client integration while still empowering us to build the business we wanted! Their partnership, going on 3 years, continues to minimize our administrative time and maximizes our advisor time, so we can spend our time talking to clients, managing assets, and finding new prospects. The results of partnering with Veritas, instead of trying to start our own RIA, speak for themselves; our firm has seen an annual increase in AUM of around 33% in the last 3 years.”