566 Redbird Circle
What we have done:
We are an experienced team that moved more than 30 offices to TAG.
90% of TAG’s 2.5 Billion was moved in under 90 days during the Broker Dealer transition in 2017.
How did it:
Assisted and led transition conversations with our partners to negotiate a win for all.
Performed onsite visits to help kickstart the process.
Shared best practices and internal documents to make the transition effortless.
Supported every step of the procedure during and after the transition.