Transition Team
After all the time and effort you’ve put into building a business, the move itself might seem overwhelming.
However, it doesn’t have to be – especially when you have a hands-on team specifically dedicated to supporting you through it.
From personalized guidance to onsite support, here’s what you can expect from the Bluegrass Advisor Support Team.
BLUEGRASS ADVISOR SUPPORT TEAM
Our support team will assist you from the first day of your affiliation, from quickly and accurately processing account paperwork to setting up your staff with the appropriate technology to resume serving clients. You can expect the following:
An Advisor Relations Specialist to assist with your initial onboarding and licensing.
A Transition Liaison Coordinator that is 100% dedicated to ensuring a smooth transition of your practice.
An Independent Business Consultant/Regional Director to partner with that provides personalized guidance at every step as you establish your business.
Transition Tips from Colleagues
| Allot plenty of lead-time to prepare |
| Consider transitioning after income tax season |
| Hand-deliver client packets |
| Clarify the reasons behind the transition to clients |
Unlike the big firms, you will have a team that knows you and cares about your business to help you along the way.
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