We aim to help you change firms with no worries.
We take the time to understand your practice and your needs to develop a plan to help you build the practice you've always wanted.
Pre-Transition Process
The most important part of your transition to a new firm is developing a transition plan suited to your needs.
Your plan paired with our tested process helps ensure a smooth transition for you and your clients.
1. Discover
We get to know you, and you get to know us. We'll discuss the vision for your practice and how we can help you achieve it.
2. Design
We'll take what we learned about you and your practice and head back to the lab to design a custom transition plan tailored to your specific needs.
3. Discuss
We'll review your transition plan and ensure that it meets your needs and covers all the bases so we're on the same page and ready from Day 1 of your transition.
4. Deliver
Once we've solidified your plan by dotting the i's and crossing the t's, we'll meet as needed leading up to your transition day. When Day 1 comes, we'll be standing by ready to execute your plan. Welcome to the ready to execute the plan on Day 1. We're with you along the pre-transition process, on resignation day
Supporting You Day 1 & Beyond
We are here for you throughout pre-transition, transition, and beyond.
Forgivable Loan
You may qualify to receive a forgivable loan or assistance with transition costs.
Business Processing
End-to-end premier business processing support to transition your existing client accounts.
Turnkey Office Space
Turnkey office space with the technology and tools you need to run your practice successfully.
True Independence
True independence & flexibility, from free/fee-based planning to choosing the right financial solutions for your clients -- the choice is yours.
Tech Support
Technology auditing and ongoing support of Libre Advisor-provided software & hardware apps, tools, and platforms.
Marketing Support
Assistance with planning and execution of marketing initiatives and in-house creation of marketing collateral.
Case Design
In-house advanced case design expertise for asset management, business planning, retirement distribution, estate planning, and more.
Education
Ongoing individual & group training sessions covering beginner to advanced planning topics and practice management best practices. Check out our videos page.
Strategic Alliances
Focused on helping you build strategic alliances with CPAs and Attorneys to expand your centers of influence.
