Change, even change for the better, can be unsettling. Partnervest recognizes this and has put in place a transition process to smooth the path.
To ensure a successful transition, Partnervest creates a customized guide for each new advisor. The guide includes information detailing the process, provides all contact numbers, and has a series of checklists that identify each participant’s responsibilities every step of the way.
In addition advisors have a primary client services representative to help them implement the work plan and assist them if any bumps in the road arise.
Transition
Change, even change for the better, can be unsettling. Partnervest recognizes this and has put in place a transition process to smooth the path.
To ensure a successful transition, Partnervest creates a customized guide for each new advisor. The guide includes information detailing the process, provides all contact numbers, and has a series of checklists that identify each participant’s responsibilities every step of the way.
In addition advisors have a primary client services representative to help them implement the work plan and assist them if any bumps in the road arise.
Request a sample transition guide.