A Smarter Strategy for Independence

Power of Support

Dedicated Transition Team

Once you make the decision to join 360WM, we will provide you with a tailored transition timeline. Each week, your transition team will check in with you to ensure everything is on track for your start date. This is a comprehensive process that will ensure you are prepared for Day 1.

Not only do we pay for this time-tested transition process, we bonus our transition specialist based on the amount of your assets that are moved in the first 90 days. Our success is dependent upon your success.

Transition Success

Leveraging our experienced transition team can help you ramp your practice back up to 100% of your pre-transition production.

Percentage of GDC from prior broker/ dealer after transition to LPL (Year 2). Source: LPL Research

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