When financial advisors transition to Wealthcare, our onboarding team guides you through the complete process. You can focus on your clients.
We make the transition simple, not just simpler.
When you join Wealthcare, you’re assigned an Action Team. This is a team of our professionals from different groups who will guide your transition. Our team has experience in delivering successful transitions and features staff from groups including:
Many firms talk a good game when it comes to guiding you through the transition. Our team of investment professionals walks you through the transition covering the important points including:
Change can be scary, but it doesn’t have to be.
Our professionals lay out a clear roadmap that provides the necessary guidance to ensuring as smooth a transition as possible. This process covers the following vital aspects of your transition, and more including: