Decide to go independent
Welcome to independence. To help make your transition easier, you have access to a dedicated team of experienced individuals. They will support you throughout the process of opening your new practice.
- Individualized transition plan created
- Introduction to your personal transition consultant
- Office location and decor chosen
- Conference calls with product, marketing, technology, legal, exit strategy and training partners
- Computers and office equipment ordered
- Practice name and branding chosen
Your practice opens
Congratulations, you are now independent. But that doesn’t mean you have to go it alone. We’ll continue to provide support whenever you need it.
Once your practice opens
- Distribute new office announcements and client packages
- Open accounts/process ACATS
- Receive onsite training
- Utilize daily transition consultation and trainer support
- Professional development and product training opportunities