Transition Support
We want to get to know you.
Just as you get to know your clients, we want to establish open communications to learn about you and your business to better guide you through your transition to J.P. Turner Red Bank.
We recognize that there are many reasons for changing firms and we will take the time to ask the right questions in order to give you answers based on your unique business needs. The experienced Red Bank team and streamlined transition process will help you stay focused on your clients during your move. Our approach results in minimal business disruption, increases the confidence of your staff and focuses on the satisfaction of your clients.
Our structured process includes:
- Pre-Hire Questionnaire
- Business Consultation
- Transition Timeline
- Appointment Process
- Account Transfer Process
The first thing you'll notice about J.P. Turner Red Bank is the personal attention we provide. The time spent getting to know you and your business during the application process allows us to more efficiently transition your business and clients. We understand how much time and energy you've invested and will do everything possible to support you—from start up, through practice maturity and beyond.
What makes us unique? In addition to our highly experienced leadership team composed of seasoned financial professionals, personal attention and genuine desire to see you succeed, we provide:
A dedicated home office operations liaison. J.P. Turner corporate has assigned our office a dedicated operations liaison specialist who will assist you in getting your J.P. Turner business up and running. You will receive training for our technology platform and systems. Assistance in transferring your client accounts can also be provided.
Turn-key marketing solutions. Get materials to market your J.P. Turner business quickly using the online marketing ordering system. From business cards and stationary to brochures and ads, you will have access to a variety of marketing tools to help you grow your J.P. Turner business.
Access to highly experienced compliance personnel. J.P. Turner's corporate compliance department is vigilant about protecting you, your clients and J.P. Turner. During your transition period they will oversee the transfer of your client accounts to ensure the transition is handled properly. They will help you remain in compliance throughout the life of your practice, helping you protect yourself as well as your clients.
Contact us to learn more about the opportunities at J.P. Turner 