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Transition Timeline PAS POST

Mary Flanigan

Created on December 30, 2024

Transition Timeline PAS POST

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Transcript

Technology & Training

Repapering & Acclimation

Week 2 to Week 12 Post Live Date

Week 1 Post Live Date

  • Confirm All System Access Approvals
  • Account Management Portals Setup
  • Complete All Pre-Requisite Compliance Training
  • Complete Investment Advisory Brochure Part 2B (if applicable)
  • Execute On Designed Training Plan
  • Grow Your Business as an Experienced Entrepreneur
  • Establish New Accounts, Process Transfers and Broker Dealer Changes (if applicable)
    • PAS Transition Team, in conjunction with your agency, will facilitate the account opening and transfer all your accounts
  • Business Development
    • We understand that growth is a key aspect of your business. We will align you with our Business Development Team to build your knowledge of our investment solutions - enabling you as an entrepreneur to enhance the service you provide for your clients and grow your business.
  • Assess Need for Additional Learning and Development
  • Assess and Subscribe to Premium Content Tools and Resources
    • Real time quotes
    • Advance research
    • News and Commentary