Broker to Broker takes on the critical task of preparing mailings that the broker sends to his/her clients announcing their move to the new firm along with account transfer paperwork.
Professional Appearance
You only get one chance to make a good first impression. Make a great first impression with our personalized, professional mailing packets.
Your schedule is already full. Sit back and let us do the work of preparing your mailings. We have an experienced staff and a very well defined process you can leverage to minimize the time and resource commitments required of you and your team.
We’ve spent over 30 years designing, improving, and perfecting our services. We’ve helped thousands of branches and millions of clients transfer smoothly through this process. Let us help you as well.
We’ve learned quite a few important things over the years. All our industry experience is at your fingertips as we work with you every step of the way to ensure your client data, documents, and packets are exactly the way you want them to be, and your client needs them to be.
Rapid Turnaround
When you have a new broker coming on board, you need to get your client paperwork out as quickly as possible. We can get your packets out rapidly to ensure a smooth transition of your broker’s clients.
Off-Site Preparation
Minimize the disruption of your regular office routine along with rumors and overtime for your staff. We handle everything at our own production facility and coordinate discretely with your internal transition team.
You can reap the benefits of our economies of scale and have your transitions professionally handled at a cost that’s comparable to doing it in house or using temporary personnel who have little or no experience.
Confidentiality is absolutely assured! We understand your need to keep your client information confidential, and we take it very seriously. All client information is diligently protected and will not be sold or used for any other reason. When the project is completed, all information is returned to you and removed from our systems.