- Advertising Agency
- Band Stand
- Strategic Wealth Advisory Group
- Cyber Cafe
- Tech Spot
- First Responders
- Biz Fit
- Discount Depot
- Employment Agency
- Insurance Agency
- Kiosk
- Library
- Product Department Store
- Store-It
- Moving Pros
- Retirement Center
- Tax Center
- Theater
- Court House
- Town Service Center
- Commercial Brokerage
- Advisory Department Store
- Village Pub
- Generation X, Y, and Who
Moving Pros
The Transition Team
When we initiate a conversation with an advisor, our objective is to fully understand everything about your business to provide proper advice and ensure that a transition decision is in your best interest. THE NETWORK is uniquely positioned to help you assess some of the critical career issues you may be facing. We work with you and your staff, guiding you through the process to become affiliated with THE NETWORK and ensuring your transition is smooth, efficient, and customized to your needs. Below are some bullet points which are incorporated in our custom plan for your business:
- We focus on understanding your practice, your vision, your markets, and your goals – then together create a business model to help you grow the areas you desire.
- We meet with your staff, to understand their concerns and ideas about the transition.
- We review your current business model and explore how it may be enhanced for efficiency through THE NETWORK.
- We create a personalized transition time line that fits your schedule and business objectives.
- Together we create a detailed checklist to ensure we cover all tasks and leave nothing to chance.
- We explore your current technology needs and system requirements to ensure proper compatibility with NETWORK and Broker Dealer trading platforms & programs.
- We are your compliance life line and will conduct on site office reviews, deliver template record keeping systems and our back office support team will work hard to protect your practice in this complex regulatory environment.
- We help you market your new affiliation with THE NETWORK to your clients through press releases and client letter announcements…but the marketing ideas won’t end after your transition!