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.
Download Overcoming Transition Hurdles to find solutions that help you understand how to successfully move your practice while maintaining a focus on client relationships and growth.
- 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.
- LPL Integration Specialist: Backed by one of the most experienced teams in the industry, your LPL Integration Manager 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 “no strings attached” financial transition assistance. The degree of assistance is dependent upon both need and production levels.