Changing firms is never fun. However, our experience in helping advisors transition to true independence has taught us a few things. We have refined our process to minimize the pain for you and your clients, while reducing the cost so you can make the move and be up and running as quickly as possible. Our 90-day transition plan consists of 5 steps.
5-Step Transition Plan
We know “time is money” when it comes to transition so we are keenly focused on making the transition as quick and smooth as possible. Our transition team takes the lead on the nitty-gritty details and makes sure the process keeps moving, new accounts are opened, and communication keeps flowing.