Transition Your Way
You've decided to make a change. What happens next? We'll take care of the details so you can take care of your clients.
Here's how we'll bring your practice on board
You're in good hands. We'll assign you a dedicated consultant and an operations specialist to partner with you throughout your transition process. No navigating a phone tree to get to the right person for questions—your transition support team is just a call or email away. They'll get to know you, your staff, and the way you run your business to strategically help you make your move at the best time—for you and the business you've built.
To keep things on track and on time, we offer:
- A week-by-week timeline customized to meet your business—and life—needs
- Interactive, online monitoring of your progress
- Personalized training sessions and web tours for you and your staff
- Compliance-approved marketing materials and a fresh new website
- Branding strategy from our in-house consultants
We've done this before
A smooth transition needs more than timelines and checklists. In addition to your dedicated transition consultant and transition operations specialist, you can count on a 60-person team with more than a century of combined experience—from licensing to IT support—to be with you every step of the way.
It's a big step, but you won't take it alone. Let us walk you through it.
We're in this together—and for the journey ahead
Every practice is different, and your transition plan should be, too. Our team will work with you and your staff to maximize client retention. We'll get to know how your office and support team work, and translate that into your Commonwealth experience.
When does post-transition support end? When you're ready (don't worry, you'll be ready). Until then, we'll be your cheerleaders and sounding boards. Once you're on board, you'll have the strength of the entire Commonwealth community—partners, home office staff, and your fellow advisors—to keep you growing.