YOUR DEDICATED PARTNERS FOR A

SUCCESSFUL FINANCIAL ADVISORY TEAM TRANSITION

 

25 years of industry experience

Assets starting at $75 million to $2 billion

Relationships ranging from 200 to 5000 households

New Recruit Success was founded to provide customized on-site transition services as the receiving firm’s premier ambassador for recent additions. From day one, our expert team places core focuses on expeditiously transferring books of business and meeting client’s individual needs. Connect with us for more information; we look forward to meeting you.

 

LET US SWEAT THE BIG STUFF

How can we help branch management?

 

  • Expedite new asset revenue / return on investment

  • Adherence to protocol compliance

  • Coach advisors and CSAs on system interface 

  • Ensure proficiency of company compliant practices

  • Avoid interference day to day branch operations 

  • Rigorous metric tracking and report of daily progress

 

    TIME IS OF THE ESSENCE

      How can we help financial advisory teams?
 

  • Day 1 onsite administration so recruits should focus on their clients

  • Streamlined system of producing client documentation and package building for asset movement

  • Managed account setup

  • Educate recruits and their teams on firm policies, procedures, and proprietary technology

  • Simplify conversion of banking services (periodic withdrawals/checks/cards)

  • Troubleshoot all internal and external transition related matter