ThinkAdvisor Perspectives Podcast

Author: ThinkAdvisor

Welcome to ThinkAdvisor's Partners podcast, where we talk with leading financial insiders who provide in-depth insights on the inner workings of the financial advisory world. We'll dig into the world of investing and get our hands dirty with market strategists, portfolio managers and financial advisors.
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Language: en

Genres: Business, Business News, Investing, News

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Making the Move: How Advisors Can Ensure a Smooth Firm Transition
Wednesday, 2 September, 2026

United Planners' Sara Vogelsanger and Brian Kobel discuss what it takes for financial advisors to transition to a new firm, including the tools and support they need to succeed while maintaining client retention and satisfaction. For financial advisors, transitioning from one firm to another can be challenging, but the right support can make the process easier for both advisors and their clients. Helping advisors navigate these transitions requires specialized knowledge and expertise, which United Planners can provide. Sara Vogelsanger, Transition Manager, and Brian Kobel, Senior Manager of Enterprise Technology Solutions, bring years of experience helping make these transitions as seamless as possible. Vogelsanger and Kobel join Sheila Agasi, executive vice president, chief revenue officer and general partner at United Planners Financial Services, to discuss how these transitions work and how advisors can approach the process. Together, the three discuss: How advisors can benefit from white-glove service and transition expertise to ensure a smooth transition. The role technology plays in supporting a successful transition, including oversight of data and special considerations such as cybersecurity. Why choosing the right partner matters during this critical time. Listen to the full conversation to learn how advisors can navigate a transition while minimizing disruption and continuing to provide their clients with the support they need. To hear the full conversation, listen here. To learn more about United Planners, visit here.