Outsourcing Transition

or Register to post new content in the forum

 

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Jul 19, 2010 6:13 pm

Has anyone used a company called Broker to Broker to help them populate new account forms during a transition?

Any other ideas to help streamline a transition process?

Jul 19, 2010 10:23 pm

I used Broker to Broker back in 2003.  They did a very good job based on the info I provided them.  They aren't cheap and typically the new firm will not pay for it.  If you are taking an upfront check, I guess you can say that it's coming out of that money.

Jul 20, 2010 12:17 pm

That's good to know!  Thank you!  It's even better knowing that I don't have to pay for it.  The firm I'm with is going to pay for broker to broker and the rest of my affiliation fees.

Thanks for the feed back!!

Jul 20, 2010 12:33 pm

[quote=Recruitu]

That's good to know!  Thank you!  It's even better knowing that I don't have to pay for it.  The firm I'm with is going to pay for broker to broker and the rest of my affiliation fees.

Thanks for the feed back!!

[/quote]

You have a vested interest in the quality of the work, others don't. Make sure you check the data feed, paying especially close attention to spelling of names, and cities. Be involved with the process. Even have another person double check your work...

When I went indy, I had a jr partner and admin, along with a very good indy. Opening 250 accounts, we had ZERO mistakes on our part, or the BD. Very nice, I'd learned from mistakes in the past.