Becoming an advisor at Designed Wealth Management is a seamless process.
1. Pre-transition: With you, we assess the resources needed to be in place to transition. This is an iterative assessment of your practice, where we establish timelines, prioritize concerns, and determine the best order of operations to achieve a smooth transition.
2. Transition: We work through the plan one day at a time. You can expect us to explain policies and procedures, provide operational and compliance coaching, commence training with you and your team members, introduce you to our team, work through your registration, and ultimately open your clients’ accounts and complete transfers.
3. Post-transition: We have a unique post-transition assessment that we conduct with you to ensure that your future with us is designed just to your liking.