Finally after 7 months of researching & planning I'm officially part of the indy world. Said goodby to AGE/Wachovia (although I have nothing bad to say about AGE but it was time to move on). My first week was like drinking out of a fire house but every day got better. I certainly realized I had way too unrealistic of a timeline to transfer accounts/clients. I assumed I could get a hold of clients in a week and get most of the accounts ACAT'd right away but that's not the case.
So far I've only had 2 clients who said they would like to get together and learn more about our BD (LPL) prior to moving but I'm pretty sure those will go well. I've been able to reach about 90% of my clients and things look good. So far, none of them have been contacted by my old branch.
The hardest part.... Learning all the new system and getting the accounts opened, packets printed and mailed and doing the follow up. I was always told that this process would suck but I didn't realize just how much work it would be. It does feel great to be on my own though.
Now to week 2.