You’ve Built A Great firm, with great clients and a great staff.
Now What?
You’ve Built A Great firm, with great clients and a great staff.
Now What?
You’ve built a great firm, with great clients and a great staff.
Now What?
Let’s start with where you are in your journey:
I need an exit plan.
I need to start thinking about succession.
I’m worn out and want to get back to being an advisor – not running the entire business.
How does succession or selling a firm actually work?
We get it. You’ve been building an investment business not researching, analyzing or understanding how the entire process works. So, we’ll send you a free roadmap that shows you exactly what to expect.
How does succession or selling a firm actually work?
We get it. You’ve been building an investment business not researching, analyzing or understanding how the entire process works. So, we’ll send you a free roadmap that shows you exactly what to expect.
Don’t just take our word for it.
See what other advisors have said about their transition to TRPG:
Troy Hedman
TRPG is truly built different. I met with countless other firms, each claiming to be more agile and cutting-edge yet struggling in their efforts to replicate what Kevin Conard and the TRPG team had already achieved — a tech-enabled, scalable solution that not only preserves the client experience but actually elevates it. Layer on the in-house TRPG Tax Team, and I knew I found my home.
John Vu
I joined TRPG for three main reasons: freedom, resources, and culture. I have the freedom to manage my client relationships the way I want. TRPG has abundant resources, such as the portfolio management team that monitors clients’ investments and a tax team to help me develop a tax strategy for clients. TRPG’s culture makes me want to come to work every day. The culture encourages everyone to be creative and engaged.
Brian Dightman
During the last few years, I have considered nearly two dozen firms from all around the country for my succession plan. From the moment TRPG CEO, Kevin Conard, contacted me to this very moment I knew it felt like the right choice, and I could not be happier.
Don’t just take our word for it.
See what other advisors have said about their transition to The Retirement Planning Group:
Troy Hedman
TRPG is truly built different. I met with countless other firms, each claiming to be more agile and cutting-edge yet struggling in their efforts to replicate what Kevin Conard and the TRPG team had already achieved — a tech-enabled, scalable solution that not only preserves the client experience but actually elevates it. Layer on the in-house TRPG Tax Team, and I knew I found my home.
John Vu
I joined TRPG for three main reasons: freedom, resources, and culture. I have the freedom to manage my client relationships the way I want. TRPG has abundant resources, such as the portfolio management team that monitors clients’ investments and a tax team to help me develop a tax strategy for clients. TRPG’s culture makes me want to come to work every day. The culture encourages everyone to be creative and engaged.
Brian Dightman
During the last few years, I have considered nearly two dozen firms from all around the country for my succession plan. From the moment TRPG CEO, Kevin Conard, contacted me to this very moment I knew it felt like the right choice, and I could not be happier.
Thinking About What’s Next? Let’s Talk.
You don’t have to decide anything today. But if you’re feeling the weight of what comes next—succession, exit, or just a change of pace, we’re here to talk it through.
No pressure. Just a confidential conversation with people who get it.