Transition

Many advisors transition to new firms throughout their career and the process can be stressful at the best of times. The recent pandemic did not help that fact. Advisors were thrown into uncharted territory and had to adapt quickly. Flagstone, an independent wealth management firm led by Michael Vaules, was ready to make a change. Mike is no stranger to transitions, having been through several during his career. Oftentimes there is a real fear of the unknown when undertaking such a complex and consequential task. Further complicating the process were the extraordinary circumstances brought on by the global pandemic, making face to face interaction with co-workers and clients much more difficult. Confronted with these challenges, Mike decided to employ the services of f3Logic and make this move his last one. ​ “I wanted this transition to be my last one. All over our industry, firms are consolidating, being bought by private equity, and losing their personal touch. I knew that because f3Logic was founded, built, and run by advisors, I didn’t have to worry about that. I can now grow my business with like-minded professionals that truly care about helping me build my firm in the best way possible.” ​ A personal touch through marketing was also an important factor for Mike. As he looked at f3Logic, he saw the ability to truly use his own marketing style and vision by working with them. Other options would have placed him in a standard and boring set of guidelines, which he wanted to avoid. With the care and service provided by f3Logic, Mike was able to keep his concerns to a minimum, work through each item daily, and complete his transition in only six weeks. Unlike the sluggish bureaucracy of most large corporations, f3Logic’s nimble, streamlined approach allowed them to adapt to the challenges of the pandemic and deliver the team and technology needed to get the job done quickly and correctly. ​ “Our team has worked tirelessly to build a firm that helps advisors step outside the corporate structure without sacrificing the technology and talented support staff that that model provides. We’re excited to have helped Mike move towards true independence and are proud to count Flagstone Wealth Management as a new addition to our growing list of partnered firms,“ said Tom Nee, Director of Insurance Services & Founder of f3Logic on the partnership and transition. ​ Making the next transition the last one is a goal for most advisors. f3Logic has built itself to make that goal a reality for like-minded professionals. Don’t settle for less, make sure you moving to the best!