Taking Ownership 7 Steps

Moving to a new firm can be a difficult step to take; however, if handled well, it can be a step in the right direction. We designed a formal on-boarding process so that you can retain the clients you want while establishing a practice that is truly your own.

STEP 1: The Introduction

We start with a full-day home office visit (HOV) as a comprehensive introduction to the branch, so that you can acquaint yourself with management, future office space and our culture.

STEP 2: Transition Team Meeting

Our dedicated Transition Team hosts a number of planning sessions with you leading up to your join date, which starts with creating a detailed and customized plan of how the transition will unfold. Our team is guided by established procedures and processes.

STEP 3: Communication Tools

A number of resources are made available for creating a better client experience. Key items like personalized websites and client notifications are developed, which will help you connect with your client base during the transition.

STEP 4: Growth Opportunities

We introduce you to important contact points in the branch for specialized resources and senior staff. We then look at the options for practice development and models, desktop systems and marketing strategy, including websites.

STEP 5: Entrance Workshop

One week prior to your move, we host a final review on conducting a smooth transfer and becoming part of Raymond James and our branch culture.

STEP 6: Official Transfer

Your Transition Planner ensures you and your staff are trained on our systems and documentation procedures. We will also lead the repapering effort as well as help facilitate the dialogue with your clients.

STEP 7: Integration Support

We initiate the ongoing support you receive as part of the branch, in order to help you develop best-in-class practice management techniques, custom marketing material and growth strategies.