The Insider's Guide to Transition

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About This Episode

Are you curious about what a transition in the digital age truly entails? My guest, Lizzie Warner, and I will step inside the world of broker-dealer/RIA transitions and unveil the timeline and milestones of these transformations. We want this to be your gateway to making your move smoother and more accessible than ever before.

Lizzie Warner, vice president of transition and strategic acquisitions at Cambridge, shares her insights and stories from guiding countless financial advisors through this pivotal change.

Lizzie will also introduce Cambridge's complimentary resource, “Asking the Right Questions of Your Next Transition Team.”

About Our Guest

Lizzie Warner is the vice president of transition and strategic acquisitions at Cambridge.

Lizzie Warner joined Cambridge in 2008 and has more than 15 years of experience in the financial services industry. In her role, she leads Cambridge’s transition and conversion teams while also overseeing the firm’s strategic acquisitions process. Warner focuses on ensuring the operational aspects of acquisitions and transition run smoothly and plays a key role in streamlining related procedures. She previously assisted in the implementation of a third-party solution that simplifies the onboarding process for new financial professionals. Prior to joining the firm’s business development department, she held leadership roles in the operations and fiduciary services departments. Warner earned a Bachelor of Arts degree in enterprise leadership from the University of Iowa. She holds the FINRA Series 7, 24, 53, and 66 licenses and has successfully completed Cambridge’s Aspiring Leaders and Leadership Development Programs. Additionally, she is a certified Lean Six Sigma Green Belt, and has earned the Registered Corporate Coach™ (RCC) and Accredited Investment Fiduciary® (AIF) designations.

Show Notes

Here is a complimentary checklist: “Asking the Right Questions of Your Next Transition Team" -

A message from Advisor Perspectives and VettaFi: To learn more on this and other topics, check out our full schedule of upcoming CE-approved virtual events.