90 Day Transition
Our first priority is helping you take care of your business. We understand the challenge of changing firms, so we have developed a streamlined process of minimizing downtime and bringing over 95% of your client base by your 12th week (or less!!) of affiliation. We are dedicated to helping you get back to business as normal during this process.
We have a 12 week process of transitioning and training that will help you be up to speed by week 13 of your affiliation with Independent Financial Group.
Please Note: The Training schedule is tailored to each individual, based on their needs.
Month 1
Transition:
- Have all paperwork prepped and client meetings set.
- Have pre-prepped client letters drafted and ready to mail/email.
- Goal is to have 60% (or more) of your clients transitioned over by the 4th week of affiliation.
- Review transition handguide
Training Schedule:
- Week 1 - Paperwork, LaserApp, Advisory Platform, Compliance and Business Collateral Training
- Week 2 - Paperwork LaserApp, Advisory Platform, Compliance Training
- Week 3 - Gateway Training
- Week 4 - Docusign Training
Month 2
Transition:
- Continue meeting with clients
- Goal is to have 75% (or more) of your clients transitioned over by Week 8
Training Schedule:
- Week 6 - Gateway and Docusign Training
- Week 8 - Gateway and Account Affiliator Training
Month 3
Transition:
- Goal is to have 95% (or more) of your clients transitioned over by Week 12
- Be comfortable with Independent Financial Group's systems and services
- Begin to do business as usual
Training Schedule:
- Week 10 - Gateway and Docusign Training
- Week 12 - Gateway, Docusign and Ancillary Training
Transition Team
Kim Torres
Receptionist
361.232.5726
A native of Bronx, New York, Kimberly moved to Corpus Christi in 2014 in order to be closer to her father and spread her wings to a new environment. Kimberly started with TorOso Financial Group in February of 2023 and although fairly...
Melissa Ducote
Office Manager, Transition Specialist
361.232.5726
Stefany Schade
Field OSJ, Virtual Assistant Manager, Transition Specialist
361.232.5726
Stefany started TorOso Financial Group in January of 2009 with the goal to help people achieve financial success. Whether you are a new family and saving for a new home, or you just had a child and you want to start a college savings...