About Us

With Assets starting at $75 million to $2 billion and relationships ranging from 200 to 5000 households Another important aspect is our current customer’s portfolio, which includes several important services, we believe that this point is a differentiator in the US market.

The Services of TRANSITION SUPPORT SERVICES INC are:

• Manage and facilitate the transition of Financial Advisors’ business from one financial service firm to another within the entire U.S.A.
• Manage between 1 to 12 branch staff during the transition process.
• Conduct conference calls and branch office meetings with recruits to explain the extensive transition support provided by our firm.
• Establish clear communication channels with office management and staff to advise on the transition process and set expectations of workflow.
• Prepare complete and customized professional new account document packages, including all supporting documentation, to create a positive first impression for the client.
• Sales and service coaching with financial advisors and sales assistants regarding operations, procedures, technology, and product offering
• Quickly resolve any problems as they occur and track the transition progress utilizing a unique Excel spreadsheet that monitors virtually every aspect of the transition.
• Day 1 onsite administration so recruits can focus on their clients
• A streamlined system of producing client documentation and package building for asset Movement
• Managed account setup
• Educate recruits and their teams on firm policies, procedures, and proprietary technology
• Simplify conversion of banking services (periodic withdrawals/checks/cards)
• Troubleshoot all internal and external transition-related matter