Expert Transition Assistance

Fear of transition keeps many advisors from moving their practice, even when a move is needed. We promise to help minimize down time and get you back to “business as usual” as quickly as possible. From licensing and appointments to transferring assets and setting up accounts, Professional Investors Network works closely with you and your staff to make your transition as smooth as possible. We serve as your advocate and liaison with the independent advisory and brokerage firm, LPL Financial, and take care of much of the heavy lifting for you.

We have successfully transitioned more than 150 offices in the past decade, becoming experts at the process of moving your business with the least interruption. We analyze your practice and formulate a custom transition blueprint to guide you at each step. With your customized plan mapped out, our Professional Investors Network team will parachute into your office, upgrade your technology, train your staff and completely prepare you and your office for transition.

Throughout the entire process, we ensure you know the exact status of your accounts and where they are in the process. Everyone involved knows precisely what to focus on to complete the process as quickly as possible.