I support our growth by working as the liaison between Integrated Partners and our custodial partners, managing the onboarding and transition processes for all advisors, professional partners and administrative personnel. I’ve managed the transitions of numerous advisors, each with differing backgrounds and complexity to their practices and understand the nuances involved. I build custom transition plans for each advisor, giving them the right information at the right time. We progress in stages, allowing for a focus on the task at hand. We then concentrate on post-affiliation training and support to ensure advisors have the tools they need to leverage Integrated’s comprehensive models and culture. In addition, I help launch and oversee all growth initiatives and special projects for the firm. Learn more here.
