We are very motivated to give you a smooth and painless transition because it is our first opportunity to show you the high level of service we provide our Financial Advisors. Here’s what we’ll do:
One of our experienced operations stall will be assigned to personally handle your transition to Cutter & Company. We will get to know you and gain a thorough understanding of your business plan. We will gather data on your lines of business including general securities, mutual funds, insurance and advisory products.
We will open all new accounts and prepare paperwork and initial mailings at our expense. We manage the transfer process from beginning to end, verifying that all of your accounts have transferred with each of your product vendors, handling most of the administrative tasks associated with the transfer so you can spend more time with your clients.
We will train your staff on our paperwork and procedures, compliance issues, and how to best use our marketing support and computer systems. We will come to your office in person, if necessary, to help you implement the transition.
We will work diligently to get you transitioned as quickly as possible, so you can start enjoying your new freedoms and better payouts.