Solutions from advisors who have been there
Pre-transition | Transition | Post-transition
Let’s Get Started
During your transition to independence, we do more than just move your book of business. After all, we’ve been through it ourselves. That’s why transitioning isn’t just a process here. It’s an experience.
When it comes to a successful onboarding and seamless integration, we bring all the pieces together for you:
- A dedicated transition specialist
- Recruiting support
- Brand development and marketing materials
- Software and tech consultation, setup and training
- Commission structures and documents coordination
- Training plan coordination
- ADV Part 2 support
- Access to our referral network
- After transition dedicated operation support
- Plug and play benefits (HCA, Payroll, 401(k) etc.
Find out for yourself how we’ll help you get your new life of independence off to a solid start.
Think you're ready for
independence?
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How can we serve you?
Pre-transition
We aren’t going to sugar-coat it, there is a lot to think about. The success of your transition greatly depends on the preparation you put into it. That’s where we shine.
During Transition
This is an all-hands-on-deck situation. The support team that we put in place is dedicated to seeing you through it. From moving accounts to operational support. We are on it.
Post-Transition
Now for the exciting part, watching your business grow. Marketing, networking, recruiting, and anything else you need to solve for, we have the solution.
Finding Your People
Communities, teams, and puzzles all have one thing in common: when they come together, they are greater than the sum of their parts. That’s the idea behind the Puzzle Partners referral network.
As a Puzzle Advisor, you will be connected with both local and national solutions for Trust & Estate planning, Lending, CPAs, Attorneys and other professionals to keep your business running and your clients happy.
Finding Your People
Communities, teams, and puzzles all have one thing in common: when they come together, they are greater than the sum of their parts. That’s the idea behind the Puzzle Partners referral network. As a Puzzle Advisor, you will be connected with both local and national solutions for Trust & Estate planning, Lending, CPAs, Attorneys and other professionals to keep your business running and your clients happy.