A Transition That Passes the Ultimate TestA Transition That Passes the Ultimate Test
Download our free white paper to learn about a transition you have to experience to believe.
August 21, 2018
Already have an account?
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.
