What to Expect
Tested Process Simplifies Onboarding
Our expert transition team is ready to get you off to a quick start. We’ll pair you with a manager vested in your success and take our time to get to know you. Then, we’ll set you up to thrive at what you do best. It’s that simple. We’ll keep you up-to-date with all the latest in our weekly conference calls and at our semi-annual conferences.
You’re currently independent.
You want additional support.
You need a trustworthy confidante.
You’ll remain independent.
You’ll get the right support here.
You’ll have over 340 trustworthy confidantes.
We were really impressed by the professional organization they ran, the support for advisors, and the care and attention they showed to making sure we had what we needed.