Watch this live webinar recording on what really happens after the deal closes and how leading firms prepare their ops teams to scale without chaos.
In this webinar, Peter Dun (CEO, Feathery) interviews Chris Mills, former President of Kovack Securities, to discuss real-world scenarios from his experience leading hundreds of advisor transitions. Peter will also share how Feathery customers are scaling growth through transitions, without adding risk. Listen to this discussion as we review not just best practices on automating the re-papering process, but how AI can speed up the transition while simplifying the compliance process for both advisors and their clients.
Check out our webinar recording below!
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