Rossby Financial, ROffice Add Transition & Business Development Aficionado Grier Rubeling to Teams

Rubeling is one of three new additions to the Rossby Financial team, strengthening its offering for advisors and partners

MELBOURNE, Fla.--(BUSINESS WIRE)--Rossby Financial ("Rossby"), a tech-forward, open architecture, enterprise registered investment advisor (RIA), alongside partner business ROffice, a platform where financial advisors and talented service professionals converge to seek and provide fractional assistance, today announced the addition of business development, marketing and transition assistance extraordinaire Grier Rubeling to its team. Given the importance of speed to market in advisor transitions, which requires all steps be compliantly completed correctly, Rossby is beefing up its team and capabilities in this area.

The transition process has a great deal of importance placed on it and can be challenging to navigate. Historically, advisors who switch from a broker-dealer to an independent firm typically lose approximately 18 percent of their assets and those moving between RIAs can lose 11 percent of assets, according to Cerulli Associates. Rubeling recognized those challenges and started her transition consulting firm, Advisor Transition Services, to aid advisors in the process by focusing on making the process more streamlined and successful by developing resources, creating detailed checklists, and establishing standard operating procedures.

“Grier’s background in advisor marketing, business development and transition services is widely recognized as elite in the industry,” said Andrew J. Evans, founder of Rossby. “This expertise will open up a myriad of opportunities for the Rossby advisors as well as those leveraging ROffice for their fractional assistance needs.”

Prior to joining Rossby and ROffice, along with her independent consulting firm, Rubeling was previously the director of operations for an RIA and a registered client service associate and transition consultant at both UBS and Smith Barney. Rubeling’s advisor marketing and business development expertise will complement ROffice's AnchorPoint solution, a platform developed to centralize advisor technology tools in the areas of email marketing, website building, client communications and more.

“My joining Rossby and ROffice pairs my experience and know-how with the resources and creativity of these teams,” Rubeling said. “I am looking forward to what we will accomplish together for the betterment of advisors and the industry overall. There are some exciting developments in the works already.”

To learn more about Rossby, visit www.rossbyfinancial.com. For questions about ROffice, go to roffice.team.

About Rossby Financial

Founded in 2023, Rossby Financial LLC is an open-architecture registered investment advisor (RIA) dedicated to empowering advisors with engaging compliance, data analytics, and technology tools. Built by advisors for advisors, Rossby offers a unique, industry-disrupting, transparent pricing model and innovative solutions to support a wide range of advisor needs, maximizing true independence and sustainable success for advisors and their clients. To learn more about Rossby, please visit www.rossbyfinancial.com.