Transition solutions for client retention

Solutions to support
With the pre-work out of the way, the transition phase can be all about your clients and getting their accounts moved over. The first three months are the most work, which is why we have a dedicated expert watching the details for you.
Here’s what we’ll help you with:
Dedicated Transition Consultant
Tech set-up and training
Office set-up
Ready for the next step?

Think you're ready for
independence?
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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.