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 - Your first point of contact — friendly, helpful, and always ready to assist

361-238-6527

361-232-5726

KimT@torosofinancial.com

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 - Your go-to for a smooth onboarding experience

361-238-6527

361-232-5726

melissa@torosofinancial.net

Melissa joined TorOso Financial Group in March of 2021. As an Advisor Relations Specialist, Melissa is a vital team member helping in all aspects of the back office, but primarily focuses on administrative support, technology training,...

Stefany Schade

Owner - Leading TorOso with nearly two decades of compliance expertise and a people-first philosophy

361-238-6527

361-232-5726

stefany@torosofinancial.com

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...