Broker Check

PCG Transition Support

In addition to the world class transition assistance provided by LPL Financial*, PCG Wealth Management will provide a dedicated and experienced team to help facilitate a smooth transition to our firm. We recognize that truly successful transitions can only be measured in moving clients swiftly and seamlessly to your new platform. We know firsthand from experience how to map products in kind for clients. We have built a proven six-week program designed to prepare you well in advance of activation. This six-week schedule covers such things as; technology, products that fit your practice, protocol rules and procedure, an hour with an attorney* and other topics designed by our transitioning teams. We also stay with you after the onboarding process both physically for your first week and as a resource for you throughout your affiliation with PCG.

*Only included if affiliating with LPL Financial. Attorney services are not affiliated with LPL Financial or PCG Wealth Management.