At J.W. Cole, we understand how crucial it is for you to be up and running with no delays. You will work directly with senior management to ensure that your transition and education on J.W. Cole procedures is as comprehensive as possible. Our #1 goal in your transition to J.W. Cole is to complete the entire process with little to no disruption in your business.
Senior Management Guidance will act as your main liaison before your start date and for the first 90 days after your affiliation.
Licensing Assistance in moving your license to coincide as closely as possible with your mutual fund and insurance account transfers to J.W. Cole.
Support in coordinating review and approval of your business cards, stationery, client letters, and marketing materials.
An introductory conference call with the appropriate J.W. Cole departments to provide you with information regarding J.W. Cole forms, policies, and procedures.
Comprehensive start-up materials for processing business through J.W. Cole.
Assistant Training to get your assistants acclimated to J.W. Cole Home Office staff and procedures so you can continue to service your clients.
We view the transition of each new Investment Professional as an opportunity to achieve success from the very beginning. For more information on how easy it is to transfer to J.W. Cole, please
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or call us at (866) 549-6565.
