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?

    Solutions to grow

    Think you're ready for
    independence?

    Let's engage confidentially.

    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.

    Learn More

    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.

    Let's Work Together