- Once you have a recruit set to join your branch, CONTACT US to secure your project on our calendar. It is wise to call to 'circle' a tenative date. We will need the anticipated date of transfer, the approximate number of accounts, and when you will be sending the client information to us.
- We will then provide you with our Comprehensive Transfer Checklist which will walk you through various aspects of preparation.
- Please contact us for pricing questions. We will be happy to fax or e-mail you a copy of our brochure which includes all fees.
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