Broker Check


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.