A transition or launch is a complex, multi-faceted process that requires strategic coordination. We provide hands-on project leadership to ensure nothing falls through the cracks.

✔ Strategic Roadmap Development – Creating a structured plan to keep your transition on track.

✔ Stakeholder Coordination – Managing internal and external partners to ensure seamless execution.

✔ Milestone Tracking & Accountability – Keeping your transition aligned with key deadlines and business goals.

Your brand is more than just a logo—it’s how you communicate your value to clients. We help you establish a strong presence with:

✔ Naming & Identity Planning – Helping advisors, who are often numbers-driven, translate their vision into a cohesive brand strategy.

✔ Website Copywriting – Compelling content that tells your story and positions you effectively.

✔ Social Media Channel Establishment – Creating and optimizing your digital presence across key platforms.

✔ Script Writing for Videos & Calls – Ensuring your messaging is clear, consistent, and client-focused.

Building a strong team from day one requires thoughtful HR planning. While we are not employment attorneys, we offer:

✔ Compensation Planning and Offer Letters – Helping you establish compelling compensation packages that align to your practice goals (e.g., bonuses based on transition success).

✔ Employee Handbook Assistance – Helping you establish the policies that guide your firm’s culture.

✔ HR Best Practices Guidance – Ensuring your firm’s organizational structure supports practice goals and the career journeys of your trusted team members.

✔ Change Management Planning – Helping teams navigate the transition effectively to maintain productivity and morale.

Delivering an exceptional client experience from day one is essential. We work with you to:

✔ Craft a Client Transition Plan – Creating a structured process for onboarding and initial client interactions.

✔ Client Communication Planning – Helping you craft the right messaging and process for a smooth client experience, including the required mailings. We consider all communication avenues, including social media, personal outreach, email and mailings.

✔ Define the Ideal Client Experience – Helping you design a seamless, high-touch approach tailored to your new practice.

Transitioning clients is one of the most critical aspects of your move. We help you ensure a seamless process with:

✔ Coordination with Transition Specialists – We aren’t able to open accounts, but we can connect you with experts skilled in account opening and client transfers.

✔ Client Communication Planning – Executing the client communication strategy and gathering the data for account opening requires a well oiled machine, especially for advisors leaving captive firms. We can help with the planning and tool set-up (Precise FP).