Hands-on guidance from your dedicated transition team
It's your practice, your decision, your plan, and your timeline
We understand that transitioning from one firm to another is a complex process and a significant career move.
When you decide to affiliate with 1847Financial, we provide you a seamless transition for you, and your clients. Your transition starts with an introduction to your dedicated transition team, led by Rosie Keller, our Onboarding and Transition Manager. With over 15 years of experience guiding successful onboarding plans for financial professionals, we can help you through every decision and create a customized transition plan for your business. At the end of the journey, you’ll wish you made the decision years ago!
Your dedicated transition team
Snapshot of your business
Legal & compliance requirements
Custom transition plan
Data & technology roadmap for success
Strategy for transferring client accounts
Inmersion and ongoing training
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Snapshot of your business
-
Legal & compliance requirements
-
Data & technology roadmap for success
-
Custom transition plan
-
Strategy for transferring client accounts
Based on these key elements of a successful transition
Partnership
We partner with you to help navigate the business decisions and create a customized action plan based on your goals and your timeline.
Support
Our dedicated transition team provides hands-on support and focuses solely on you and a seamless experience for you and your clients.
Commitment
We know a move seems daunting, but your dedicated transition team will be there for you before, during and after your transition. We’ll be there to guide you every step of the way.
Independence
We help you evaluate your practice, and establish your roadmap to match you with the right products, technology, teams and tools.
Training
Our initial immersion training and robust event calendar ensures you, and your team, are at the top of your game and focused solely on your client experience.
Advice
Even though its your decision, your plan and your timeline, our dedicated transition team connects you with every aspect of 1847Financial. We’re here for you!
