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Designed and built by a Certified Financial PlannerTM
Practitioner, TransitionEdge is a quantum leap in
forms processing technology. Your clients deserve
more than a partially completed form. Your
transition
to a new firm can be a large disruption
in their financial world. Everything is already set
up and "comfortable" to them.
Don't make the move harder by dropping a pile
of strange forms in their lap and asking them to
re-tell their financial story. They know and trust
you as their financial advisor.
Show them you know them better than just their
name and address.
If your forms are complete and accurate all they
need to do is review, sign
and return. It's easier
on the client and your service and compensation
don't skip a beat.
If you were the client, how would you want to
be treated?
Click here for detailed information.
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