{"id":263,"date":"2025-04-03T12:04:31","date_gmt":"2025-04-03T12:04:31","guid":{"rendered":"https:\/\/advisorhunt.ca\/?page_id=263"},"modified":"2025-05-02T13:47:58","modified_gmt":"2025-05-02T13:47:58","slug":"inline-program","status":"publish","type":"page","link":"https:\/\/advisorhunt.ca\/fr\/inline-program\/","title":{"rendered":"Inline Program"},"content":{"rendered":"
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Inline Program<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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About The Program<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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What is the Next-In-Line Program?<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\n\t\t\t\t\t\t\t\t\tThe Next-In-Line Program<\/strong> is now referred to as Advisor Encore<\/strong> to transition their practice with confidence. This program ensures that your clients receive the same high-quality service and care,<\/strong> even after you step away.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Ensure your clients remain in trusted hands<\/h3><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Maximize the value of your life's work<\/h3><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Stay engaged in the industry on your own terms<\/h3><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\tJoin Now<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Stay Involved & Keep Adding Value<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Prospectez des conseillers \u00e0 la retraite<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\tHelp fellow professionals find their best exit strategy.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Accompagnez les vendeurs vers la pr\u00e9paration<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\tGuidez les conseillers sur l'\u00e9tat de pr\u00e9paration n\u00e9cessaire \u00e0 une transition r\u00e9ussie.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Advise on client communication strategy<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\tEnsure smooth transitions with minimal client attrition.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Share best practices on relationship transition<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\tTransfer trust effectively.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Coach peers on: \"Is there life after being an Advisor?\"<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\tHelp others navigate post-career decisions.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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D\u00e9fis sectoriels majeurs que nous relevons<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Leverage Your Network & Knowledge <\/div><\/span>\n\t\t\t\t\t\t\t\n\t\t\t<\/path><\/svg><\/span>\n\t\t\t<\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t
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Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t

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Continue Doing What You Love <\/div><\/span>\n\t\t\t\t\t\t\t\n\t\t\t<\/path><\/svg><\/span>\n\t\t\t<\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t
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Attend Industry Conferences & Exclusive Events <\/div><\/span>\n\t\t\t\t\t\t\t\n\t\t\t<\/path><\/svg><\/span>\n\t\t\t<\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t
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Engage with Entrepreneurial Industry Leaders <\/div><\/span>\n\t\t\t\t\t\t\t\n\t\t\t<\/path><\/svg><\/span>\n\t\t\t<\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t
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Earn Commissions Effortlessly <\/div><\/span>\n\t\t\t\t\t\t\t\n\t\t\t<\/path><\/svg><\/span>\n\t\t\t<\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t
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FAQ<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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What types of advisors do you serve? <\/div><\/span>\n\t\t\t\t\t\t\t\n\t\t\t<\/path><\/svg><\/span>\n\t\t\t<\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\tWe service all financial advisors including investment, insurance, planning and\nfinancial advice. The commonality is that advisors must have a loyal clientele\n(own their books.)\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t
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What book sizes do you deal with? <\/div><\/span>\n\t\t\t\t\t\t\t\n\t\t\t<\/path><\/svg><\/span>\n\t\t\t<\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\tIt\u2019s not the size that counts, but rather the level of client loyalty, or book\nownership. We work with advisors whose book sizes range from boutique to\nbillions in AUM.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t
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Is changing dealers a lot of work and do I risk losing clients? <\/div><\/span>\n\t\t\t\t\t\t\t\n\t\t\t<\/path><\/svg><\/span>\n\t\t\t<\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\t\u25cf It was a lot of work in the past, but with e-signature, digitization and dedicated\ntransition teams it\u2019s much smoother than even just five years ago. Advanced\ntechnologies and automation, along with streamlined processes, greatly reduce\nthe admin burden of transitioning a book.
\n\u25cf When established advisors move to a superior platform, 9 out of 10 times we see\nAUM growth by as much as 10-15% within a year, with some advisors\nconsolidating assets in as little as three months.
\n\u25cf Providing greater differentiation and superior resources strengthens the\nsubstance of client relationships, increasing loyalty and frequently triggering\nasset consolidation.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t
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What is your Dealer Shelf? <\/div><\/span>\n\t\t\t\t\t\t\t\n\t\t\t<\/path><\/svg><\/span>\n\t\t\t<\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\t\u25cf Our Dealer Shelf consists of select dealers and portfolio management firms that\nwe have vetted and that we believe are set up to thrive, build wealth and be part\nof the future of the rapidly evolving financial services industry. They are dealers\nand portfolio management firms that we are proud to represent.
\n\u25cf Our Dealer Shelf is exclusively for dealers and portfolio management firms that:
\n\u25cb provide a platform for advisors to differentiate themselves;
\n\u25cb provide access to non-commoditized investments;
\n\u25cb deliver a superior client experience through advanced technology and\nunique resources, or;
\n\u25cb are otherwise positioned to make advisors and their clients wealthy.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t
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Que se passe-t-il si je suis un vendeur et que j'ai d\u00e9j\u00e0 choisi mon acheteur, mais que je ne sais pas comment structurer la transaction ? Pouvez-vous tout de m\u00eame m'aider ? <\/div><\/span>\n\t\t\t\t\t\t\t\n\t\t\t<\/path><\/svg><\/span>\n\t\t\t<\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\tYes, we can help you. We facilitate the deal process, help determine and get agreement\non a fair multiple for the book, and provide our deal framework that aligns buyer and\nseller interests. In every case the objective is to increase the value of the book along\nwith the wealth of the clients, sellers and buyers.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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How early is too early to look for succession? <\/div><\/span>\n\t\t\t\t\t\t\t\n\t\t\t<\/path><\/svg><\/span>\n\t\t\t<\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\tWe recommend starting to look 6 to 12 months before you want to commence\ntransitioning out of the business or otherwise slow down. Before then focus your\nenergies on building your book, cleaning it up, ensuring that compliance and\ndocumentation are tight and, where possible, digitizing your practice. The higher the\nquality of your book, the better the offers will be from the highest quality buying advisor.\nRemember that there will most always be a transition period during which you will work\nwith the buying advisor. Transitions typically range from a few months to a year.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t
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What principles do you follow to optimize book sales? <\/div><\/span>\n\t\t\t\t\t\t\t\n\t\t\t<\/path><\/svg><\/span>\n\t\t\t<\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\t\u25cf Put clients\u2019 interests first and both the seller and buyer will do well too.\n
\n\u25cf Work only with buyers who are established advisors with proven track records of\nbuilding and running successful practices.
\n\u25cf Structure deals to align buyer and seller interests, putting them on \u201cthe same side\nof the table\u201d with the common objectives of maximizing retention and client\nsatisfaction.
\n\u25cf Close deals that create wealth and optimize outcomes for clients, sellers and\nbuyers, allowing sellers to confidently say \u201cI left my clients in the best hands\npossible.\u201d\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t
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What criteria do you use when vetting buyers? <\/div><\/span>\n\t\t\t\t\t\t\t\n\t\t\t<\/path><\/svg><\/span>\n\t\t\t<\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\tWe use our Know Your Buyer framework, evaluating buyers based on:
\n\u25cf Established Record: Track record of acquiring and retaining clients.
\n\u25cf Philosophy: Match vis-a-vis the investment strategy and client servicing\nstandards of the seller.
\n\u25cf Scalability: Management skills and team capacity to smoothly absorb and\nservice a sudden growth in client base.
\n\u25cf Bankability: Sufficient resources to fund a book purchase without creating\nfinancial stress for themselves or providing an inferior deal to the seller.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t
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Do you recommend having a written succession plan? <\/div><\/span>\n\t\t\t\t\t\t\t\n\t\t\t<\/path><\/svg><\/span>\n\t\t\t<\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\tYes we do and we\u2019ve written it for you.
\nThe Written Plan
\n\u25cf Forecast the timing. You can change it, even more than once.\n\u25cf Focus your efforts, knowledge and entrepreneurialism on making your book the\ncleanest, most attractive and valuable asset that you can.
\n\u25cf Direct your sales efforts towards developing a multigenerational practice.
\n\u25cf Choose your succession plan from either The Direct Sale, The Invested Seller,\nThe Builder Handoff or The Associate Handoff based on your needs and team\ncomposition at that time.
\n\u25cf Choose the successor most capable of serving your clients into the future and\nensuring you a lucrative succession today. Choose the predictable outcome.
\n\u25cf Don\u2019t make it more complicated than this.\nEnd of The Written Plan.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t
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Pourquoi ne recommandez-vous pas de former un jeune associ\u00e9 sur 5 ou 10 ans pour assurer la rel\u00e8ve ? <\/div><\/span>\n\t\t\t\t\t\t\t\n\t\t\t<\/path><\/svg><\/span>\n\t\t\t<\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\t\u25cfThe success rate for new advisors is under 10%. Even fewer will have the\ncapacity to fund an acquisition or manage a big book. Betting that an associate\nwill be fully capable of assuming your book in 5 to 10 years comes with a single\ndigit probability\u2014that\u2019s gambling. Some gamblers get lucky, but that\u2019s not a plan.
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\n\u25cf We bring established buyers with track records of success to the table. We don\u2019t\ngamble. Your succession\u2014and your clients\u2019 succession\u2014is too important.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Contact<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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  • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t(332) 244-9550<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
  • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tinfo@advisorhunt.global<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
  • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t99 Wall Street, Suite 5409\u2028New York NY 10005<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>","protected":false},"excerpt":{"rendered":"

    Inline Program About The Program What is the Next-In-Line Program? The Next-In-Line Program is now referred to as Advisor Encore to transition their practice with confidence. This program ensures that your clients receive the same high-quality service and care, even after you step away. Ensure your clients remain in trusted hands Maximize the value of […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_eb_attr":"","footnotes":""},"class_list":["post-263","page","type-page","status-publish","hentry"],"yoast_head":"\nInline Program - Advisor Hunt\u00ae<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/advisorhunt.ca\/fr\/inline-program\/\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Inline Program - Advisor Hunt\u00ae\" \/>\n<meta property=\"og:description\" content=\"Inline Program About The Program What is the Next-In-Line Program? The Next-In-Line Program is now referred to as Advisor Encore to transition their practice with confidence. 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