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

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

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

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

Melissa Ducote

Office Manager, Transition Specialist

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,...
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Stefany Schade

Field OSJ, Virtual Assistant Manager, Transition Specialist

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...

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