Transitioning Your Business
When you choose to make a move, the most seamless transition takes place when you receive dedicated support, training and careful planning at every stage.
A dedicated transitions team from TLWM and LPL Financial will be with you every step of the way. We focus on your transition so you can keep focused on your business.
- TLWM Transition Specialist: A dedicated TLWM transition specialist whose sole job is to work with you and your staff on moving your book of business. Onsite training and setup may also be available for qualifying advisors.
- Integration Specialist: Your Integration Specialist is your single point of contact throughout the advisor transition process. Assigned to you weeks prior to termination, they will assist in overseeing the movement of your brokerage licenses and also throughout the onboarding process.
- Financial Transition Assistance: New advisors may be eligible for financial transition assistance. The degree of assistance is dependent upon many factors including need and production levels.