The prospect of changing broker/dealers can be daunting. That’s why, for more than 37 years, Commonwealth has dedicated itself to delivering the kind of transition that adds value from day one—all to ensure that your business, your clients, and their assets make the change smoothly, with no surprises.
Our white paper details exactly how we help ease the way, with innovations including:
- A dedicated transition coordinator and dedicated transition associate
- A dedicated advertising liaison
- The support of a firm-wide team of experts
- A customized week-by-week timeline
- Real-time online tracking of account transfers
- A case workflow tool
- One-on-one web tours and training
- Assistance with insurance reappointments
Learn more about the kind of transition that can make your best move the last one you have to make.
