Advisor Transition Services
Orchestrating Success
Are you planning to leave your employer and establish your own financial advisory firm? Unsure where to begin or how to execute the process?
Our team will orchestrate your transition while you continue to manage your client's investments and focus on working with your clients. We provide full management of an advisor's transition including:
- Technology: We ensure you have the right technology solutions to provide your clients with the best experience and your firm is setup for long term success
- CRM
- Reporting
- Infrastructure
- Trading
- Planning
- and more
- Form completion: We prepare signature-ready client paperwork packets
- Training: We design and deliver a custom tailored training that ensures you and your team will thrive in your new environment
- Other Services: We can assist with other areas as needed
Contact us today to find out if we can help.
Financial Technology Group is paid directly by our clients. We do not accept referral fees or revenue sharing agreements. In doing so, we avoid any conflicts of interest when recommending products or services.