DFPG’s QuickLaunch is a plan-based transition solution that focuses on quickly and efficiently returning you to servicing your clients.
This means using our proprietary tools and procedures to ensure everything is in order before starting the transition. During this stage, we assign a dedicated transition specialist who will provide a personalized analysis of your book of business that will allow you to coordinate the prioritization of client segments. They will then provide the necessary training and support (including visits to your office, if needed), as well as a detailed mapping of account destinations.
Through the use of our unique data mapping systems, the DFPG QuickLaunch program will assist in prepping all the necessary paperwork, so you are ready for client review.
DFPG is a member of the Broker Protocol, which means we take very seriously our responsibility to protect your clients’ privacy and your professional integrity. Make sure to ask us what this means for your transition.