Business Transition Team
Transitioning Has Never Been Easier
The #1 reason why advisors don’t go independent is because they are afraid of losing their clients. We offer a business transition team for those who qualify. Qualifications are based on book, AUM, and license statuses. We help you own your clients.
As part of your transition to Wealthline, you will receive an analysis of your book of business to ensure maximum client satisfaction.
As part of welcoming our advisors we will send complimentary letters to your clients to inform them of your decision to transition. We know how difficult it is to rewrite clients so we will use our experience to guide you through the process.
We help advisors learn how to best serve their clients in a new community. Any struggle you may have with learning a new marketing tactic or technology, we can help!
Our broker dealer has the very best product training for which your whole team will have access too. Any support need will be at your disposal.
Business is a large part of being an independent advisor. With our enterprise partnerships, we offer consulting services for all our advisors. Learn how to plan your goals and increase your revenue.
Our technology stack is one of the best in class. Take advantage of our line of digital products including a CRM, Email Marketing, Website, etc.