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advisor support & services

We are invested in your growth and believe in your success. We offer the support and services to reduce your burden and allow you the freedom to reach your potential.

Our advisor support and services help open the pathway to success beginning with:

  • Customized transition plan and timeline
  • Single point of contact with a dedicated transition team
  • Established relationships with vendors and custodians
  • Disclosures
  • Software Training
  • New accounts
  • Account transfers
  • Efficient workflow for business operations
  • Broker-Dealer changes
  • Insurance appointments & licensing
  • Transparent billing
  • Payout monthly or quarterly
  • Consolidated statements
  • Secure data storage
  • Ticketing system for transparent workflow
  • Current employment contract review

partners through transition

This time of change brings new opportunities in your career, and we are eager to assist in helping you reach your goals. We work to limit the complication and stress of your transition.

We have created a step-by-step process overview.

This process can be tailored to your individual timeframe and needs but generally highlights what you should expect during this transition process.

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Weekly calls with a transition team
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Electronic onboarding process - no paper!
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Account transfer plan
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Hands-on training for you and your team
"Your dedicated transition team will provide hands-on training to have you and your team up and running from day one."
mary ann bonnet
Director of Operations

Ready to make the move?

Contact us today for a Discovery Discussion