Support Team

It's your practice, your decision, your plan, and your timeline.

We understand that transitioning from one firm to another is a complex process and a significant career move. 

When you decide to affiliate with 1847Financial, we provide you with a seamless transition for you, and your clients.  Your transition starts with an introduction to your dedicated transition team, led by Rosie Keller, our Onboarding and Transition Manager.  With over 15 years of experience guiding successful onboarding plans for financial professionals, we can help you through every decision and create a customized transition plan for your business.  At the end of the journey, you’ll wish you made the decision years ago!

Your dedicated transition team

Snapshot of your business

Legal & compliance requirements

Custom transition plan

Data & technology roadmap for success

Strategy for transferring client accounts

Immersion and ongoing training

Based on these key elements of a successful transition

Partnership

We partner with you to help navigate the business decisions and create a customized action plan based on your goals and your timeline.

Support

Our dedicated transition team provides hands-on support and focuses solely on you and a seamless experience for you and your clients.

Commitment

We know a move seems daunting, but your dedicated transition team will be there for you before, during and after your transition. We’ll be there to guide you every step of the way.

Independence

We help you evaluate your practice, and establish your roadmap to match you with the right products, technology, teams and tools.

 

Training

Our initial immersion training and robust event calendar ensure you, and your team, are at the top of your game and focused solely on your client experience.

Advice

Even though it's your decision, your plan and your timeline, our dedicated transition team connects you with every aspect of 1847Financial.  We’re here for you!

 

 

If this sounds appealing to you, then let’s start the conversation about affiliating with 1847Financial and Penn Mutual/HTK.

Interested in learning more about how 1847Financial can support your practice?

START THE CONVERSATION
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