At J. W. Cole, our back-office is truly dedicated with helping you make the transition to our firm. We understand that your clients are everything to your success and we can provide an array of services to assist with your transition.

 

With a database of your clients, the days of filling out transfer paperwork are over. Today's technology allows you to automate the process and print all of the account transfer paperwork pre-filled.

 

We can offer the following transition services to our Investment Professionals:

• Free 30 day use of Laser App software
• On-site training with Transition Specialist
• Daily updates on insurance re-appointments
• Pre-approval on advertising, business cards, letterhead, seminars, client letters and websites
• Scheduled webinar training on all transfer paperwork
• Assistant training
• Complete technology demo/training for branch office
• One specific support contact devoted to your transition