Switching Doesn’t Have to Be Scary: How Orion Eases Advisor Transitions

Change can be scary. Especially when it involves your clients, your revenue, and your reputation.

If you're a financial advisor contemplating a transition — whether that's moving from a wirehouse, switching custodians, or breaking away to join a new firm — it's completely normal to have questions like:

• What will the impact be to my clients?
• How long will it take to move assets?
• Will the stress be worth the outcome?

These fears are real. But they don’t have to stop you.

At Orion, we’ve helped thousands of advisors move their books with less friction, more clarity, and more support than they expected.

Here are a few of the biggest hurdles we hear — and how we help you overcome them:

What Makes Transitions Feel Overwhelming?

1. Repapering 
   Whether you’re starting your own RIA, joining an existing firm, or changing custodians, repapering is often the biggest sticking point. It feels tedious, manual, and filled with unknowns. But with the right process and support, it doesn’t have to be. Orion’s team helps you prepare, streamline, and execute with clarity.

    

2. Disrupted Work-Life Balance 
   You still have clients to serve. Making a transition on top of daily responsibilities can feel like too much. That’s why Orion assigns a dedicated team to carry the load — so you don’t have to figure it out alone.

    

3. Compliance Complexities 
   The financial services industry doesn’t go easy on transitions. Our onboarding process is designed to meet the strictest regulatory standards, with a guided path to ensure you stay on track and in good standing.

How Orion Makes Switching Simpler (and Smarter)

• The 8-Step Onboarding Experience 
  From account setup to data migration to OPS platform training, our structured onboarding process is built to keep you moving forward with confidence. You’ll always know what’s next — and who to call.

   

• A Dedicated New Business Advocate (NBA) 
  Your NBA is more than a point of contact — they’re your partner. From organizing paperwork to troubleshooting edge cases, this team is trained to reduce friction and anticipate your needs before they become roadblocks.

   

• Built for Flexibility 
  Not ready to move your entire book? No problem. Many advisors start with just a few accounts — and scale up when the time is right. We support partial adoption paths just as robustly as full transitions.

   

• A Better Platform, Long-Term 
  Our Turnkey Asset Management Platform (TAMP) isn’t just about where your assets live. It’s about giving you a simpler, more integrated ecosystem for growth — making the switch worth it in the long run.

Your Transition Doesn’t Have to Be a Leap of Faith

You don’t have to guess how it’s going to go. You just have to start — and we’ll take it from there.

Read more about how Orion supports advisors through fear-free transitions and what you can expect every step of the way.