Business Transition Team

Transitioning Has Never Been Easier

The #1 reason why advisors don’t go independent is because they are afraid of losing their clients. We offer a business transition team for those who qualify. Qualifications are based on book, AUM, and license statuses. We help you own your clients.

Book Analysis

As part of your transition to Wealthline, you will receive an analysis of your book of business to ensure maximum client satisfaction.

Client Rewriting

As part of welcoming our advisors we will send complimentary letters to your clients to inform them of your decision to transition. We know how difficult it is to rewrite clients so we will use our experience to guide you through the process.

Team Training

We help advisors learn how to best serve their clients in a new community. Any struggle you may have with learning a new marketing tactic or technology, we can help!

Product Training

Our broker dealer has the very best product training for which your whole team will have access too. Any support need will be at your disposal.

Business Consulting

Business is a large part of being an independent advisor. With our enterprise partnerships, we offer consulting services for all our advisors. Learn how to plan your goals and increase your revenue.

Technology Stack

Our technology stack is one of the best in class. Take advantage of our line of digital products including a CRM, Email Marketing, Website, etc.