TSS provides the financial transition services and on-site full-service transition support to financial institutions for new recruits. They ensure transition success utilizing proven methods that result in an impressive first experience for clients and highly productive recruits. Their vision is to provide seamless transition and excellent experience to their clients.
Solutions
Pre-Transition Consultation
This is where we set the scope and role for the transition for the financial advisor. We can customize our approach to best support the specific needs of your transition be it on-sight, virtual, or hybrid.
On-Sight
With our on-site offering, the Transition Support team members arrive at your work site the day before your transitioning financial advisor lands to assemble their work space.
Remote
Our team is capable of leading a transition completely remotely, or providing support to your internal team.
Hybrid
Sometimes with large transitions, the book may require a bigger team. To support this, we have the lead and possibly a few supporting members on location, while additional help can be provided remotely.
Who we are
We are a group of service driven Transition consultants working in unison with new recruit teams to provide a seamless transition and excellent experience for the clients. We strive to maximize the firm’s ROI and to ensure minimal disruption to business.