BookMovers Announces New Advisor Transition Services
Lakewood, CO, September 04, 2009 --(PR.com)-- Turn-key Solution Helps Advisors and Firms Maximize Book Monetization and Productivity
BookMovers (www.bookmoversgroup.com) today announced the availability of its managed transition services for advisors who are changing firms or starting an independent practice. With an unprecedented number of advisors changing broker/dealers, BookMovers minimizes the impact on clients and maximizes advisor productivity.
“Transitioning a book of business can be an overwhelming task without a professionally managed solution,” said Peter Baird, Vice President of Sales at BookMovers. “We manage the voluminous paperwork involved as well as adherence to regulation S-P and the protocol agreement. BookMovers’ consultants are experienced, former financial advisors who understand the importance of an efficient transition for firms, advisors, and their clients.”
Traditionally, moving a book of business has resulted in a loss of advisor productivity, unpredictable client experiences, and an inability to measure progress of the transition. BookMovers addresses these challenges, which are commonly faced by today’s financial industry, and helps increase the success rate of transitioning advisors.
The primary benefits for advisors who are changing broker/dealers include:
> Peace of Mind: BookMovers manages the move from start to finish, ensuring minimal impact on clients, firms, and advisors. Former professional advisors from BookMovers initiate a relationship with the transitioning advisor and firm well before the move and guide the process through completion.
> Client Retention: A predictable and positive experience gains the “vote” of clients before a transition occurs. Fewer errors, better communication, and a seamless transition result from a project-managed move and secure document management.
> Measureable Results: BookMovers’ proprietary Client Scorecard and Transition Dashboard measure the progress of each transition, alerting advisors and firms of key performance indicators at a glance.
> Accelerated Return to Productivity: BookMovers streamlines the transition process and returns advisors to productivity in weeks instead of months.
Press Contact:
Peter Baird, Vice President of Sales
303-215-9270
info@bookmoversgroup.com
About BookMovers
BookMovers helps advisors who are changing broker/dealer firms or striking out on their own. By providing a turn-key solution for moving a book of business, BookMovers can help increase the profitability and productivity of advisors and firms in transition. Our consultants are former professional advisors who are Regulation SP Smart and are experts at coordinating the people, processes, and technology required for a successful advisor transition.
###
BookMovers (www.bookmoversgroup.com) today announced the availability of its managed transition services for advisors who are changing firms or starting an independent practice. With an unprecedented number of advisors changing broker/dealers, BookMovers minimizes the impact on clients and maximizes advisor productivity.
“Transitioning a book of business can be an overwhelming task without a professionally managed solution,” said Peter Baird, Vice President of Sales at BookMovers. “We manage the voluminous paperwork involved as well as adherence to regulation S-P and the protocol agreement. BookMovers’ consultants are experienced, former financial advisors who understand the importance of an efficient transition for firms, advisors, and their clients.”
Traditionally, moving a book of business has resulted in a loss of advisor productivity, unpredictable client experiences, and an inability to measure progress of the transition. BookMovers addresses these challenges, which are commonly faced by today’s financial industry, and helps increase the success rate of transitioning advisors.
The primary benefits for advisors who are changing broker/dealers include:
> Peace of Mind: BookMovers manages the move from start to finish, ensuring minimal impact on clients, firms, and advisors. Former professional advisors from BookMovers initiate a relationship with the transitioning advisor and firm well before the move and guide the process through completion.
> Client Retention: A predictable and positive experience gains the “vote” of clients before a transition occurs. Fewer errors, better communication, and a seamless transition result from a project-managed move and secure document management.
> Measureable Results: BookMovers’ proprietary Client Scorecard and Transition Dashboard measure the progress of each transition, alerting advisors and firms of key performance indicators at a glance.
> Accelerated Return to Productivity: BookMovers streamlines the transition process and returns advisors to productivity in weeks instead of months.
Press Contact:
Peter Baird, Vice President of Sales
303-215-9270
info@bookmoversgroup.com
About BookMovers
BookMovers helps advisors who are changing broker/dealer firms or striking out on their own. By providing a turn-key solution for moving a book of business, BookMovers can help increase the profitability and productivity of advisors and firms in transition. Our consultants are former professional advisors who are Regulation SP Smart and are experts at coordinating the people, processes, and technology required for a successful advisor transition.
###
Contact
BookMovers
Peter Baird
303-215-9270
www.bookmoversgroup.com
Peter Baird
303-215-9270
www.bookmoversgroup.com
Contact
Categories