Step 6

Step 6

Claim Your Independence! Once you resign from your existing broker-dealer, you will automatically commence on a well-documented transition plan. Our transition team will do all the heavy lifting which includes tracking paperwork, mapping and moving assets, opening and funding accounts. Your focus will remain on communicating with your clients.

 

Our goal is to move your assets in 40 days or less! We average 90% of a million-dollar book in this time frame.