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Transitioning Your Business

When deciding to make a change, achieving a smooth transition is best accomplished with comprehensive support, training, and meticulous planning at every stage.

A dedicated transitions team from Hapanowicz and LPL Financial will guide you through each step, allowing you to remain focused on your business.

Transition Specialist

You’ll be supported by a dedicated Hapanowicz transition specialist whose primary role is to assist you and your team in transferring your book of business. Qualifying advisors may also benefit from onsite training and setup.

Integration Specialist

Your Integration Specialist will be your main contact throughout the advisor transition process. They will be assigned to you well in advance of your termination date and will help manage the transfer of your brokerage licenses and support you throughout the onboarding phase.

Financial Transitions Specialist

New advisors might qualify for financial transition assistance. The level of support varies based on factors such as need and production levels.

Talk with an advisor.

Engage with a qualified partner for financial guidance built on loyalty, empathy, and integrity.

Talk with an advisor.

Engage with a qualified partner for financial guidance built on loyalty, empathy, and integrity.