The logistics of changing dealers may seem overwhelming, but WFM’s seasoned transition team ensures the process runs smoothly, every step of the way. After all, the building blocks of our relationship with you starts with your transition. We take that very seriously.
Stay Focused on Your Clients While We Handle the Rest
Your transition involves two main components: The successful transfer of (1) your registration and (2) your clients and their investments. The Worldsource transition team carefully manages the logistics of each of these transition components, so you can remain focused on your clients.
We establish clear and concise timelines and a comprehensive transition checklist, to ensure you know what to expect. Throughout the process, our team remains focused on executing your successful transition and is available to answer any questions you may have.
Start Your Transition
To get started on enhancing your practice and making us your preferred partner, connect with us today.