For advisors considering a move
A move can change tools, staff routines, service routes, and the day-to-day rhythm of the practice. Use an initial conversation to separate those questions before you make a decision.
The first contact is Lu, not a generic support queue. She helps turn the approved dealer process into a practical plan for the advisor and team, follows through after orientation, and brings in Matt for growth, operations, staffing, capacity, continuity, and succession coaching.
Advisors at another dealer can explore moving to Investia and joining the Stiller branch. Your client relationships, business decisions, team responsibilities, and professional obligations remain your own. All dealer and branch changes are subject to Investia's approval and applicable processes.
The first conversation is exploratory. Any move proceeds only through the applicable Investia process.
Start with your current operating pain points. Separate dealer-level questions from the branch-level support you expect after a move.
If an Investia conversation makes sense, the advisor follows Investia's applicable dealer, registration, and transition process.
After an approved transition, branch support focuses on putting the plan into practice rather than leaving the team with a one-time orientation.
Use a 15-minute introductory call to discuss fit, staff, support, and the next approved step.