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 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

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% 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 - SigniX Training
Month 2

Month 2

Transition:

  • Continue meeting with clients
  • Goal is to have 75% of your clients transitioned over by Week 8

Training Schedule:

  • Week 6 - Gateway and SigniX Training
  • Week 8 - Gateway and Account Affiliator Training
Month 3

Month 3

Transition:

  • Goal is to have 95% of your clients transitioned over by Week 12
  • Be comfortable with Independent Finacial Group's systems and services
  • Begin to do business as usual

Training Schedule:

  • Week 10 - Gateway and SigniX Training
  • Week 12 - Gateway, SingiX and Ancillary Training