Transition Team Assistance
Your clients mean everything to you. We understand that your clients and their accounts drive your success. Wilbanks Securities can provide an array of services to help you transition to our broker-dealer and advisory firm to substantially reduce your workload.
The days of having to fill out paperwork by hand are thankfully over. With a database of your clients and their account information, we can allow you to automate the process and print all of the account transfer paperwork pre-filled.
We can provide the following transition services to representatives:
1. Free 30-day use of Laser App software
2. Clerical assistance in preparing client data for integration with our transfer paperwork and forms
3. On-site assistance, which can include clerical help
4. Processing account transfers
5. Working with you to track the progress of transfers
At Wilbanks Securities, you truly have a back-office partner dedicated to helping you make the transition to our firm!