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Optimizing Your Transition

One of the most vital aspects of your move is to seamlessly transition your clients. While the process is never without challenges, you can identify issues before they become problems.

Each transition is individualized to reflect your special client relationships.

Our seasoned teams have transferred thousands of accounts and are ready when you are.

We’ll help...

  • Work through the details of setting up your office.
  • Oversee the client-transfer paperwork (with Permitted Data).
  • Assist you in developing a client communication strategy regarding the transition.
  • Track the client-enfolding process from info gathering through opening the account and initiating the transfer.
  • Train you in the use of tools, resources, and technology to help manage your practice to the greatest efficiency.

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