Navigating Change with Confidence

A practical, step-by-step guide for advisors managing career shifts or client transitions

Make Your Move with Confidence

Whether you’re just starting to explore or ready to make a leap, our Transition Guide walks you through:

What to expect during each phase of the move
Key considerations for client communication
Strategies to streamline the process
How the Wellington-Altus team supports you before, during, and after your transition

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