资源描述：
《transition plan过渡方案》由会员上传分享，免费在线阅读，更多相关内容在行业资料-天天文库。
1、TransitionPlanAToFeeorNottoFeeTemplateThedocumentisdesignedtohelpthefinancialadvisortransitiontoafeefinancialadvisorypractice.Version1.1●八月29,2021LOGOAdvisorNameCompanyNameStreetAddress1StreetAddress2CityPostalCodeCountryTel:+xxx--xxx-xxxxFax:+xxx--xxx-xxxxLastedited:29八月2021Copyright©
2、2008ToFeeorNotToFee.Allrightsreserved.Nopartofthispublicationmaybereproduced,transmitted,transcribed,storedinaretrievalsystem,ortranslatedintoanylanguage,inanyformorbyanymeans,electronic,mechanical,photocopying,recording,orotherwise,withoutpriorwrittenpermissionfromToFeeorNottoFee.Allc
3、opyright,confidentialinformation,patents,designrightsandallotherintellectualpropertyrightsofwhatsoevernaturecontainedhereinareandshallremainthesoleandexclusivepropertyofToFeeorNotToFee.Theinformationfurnishedhereinisbelievedtobeaccurateandreliable.However,noresponsibilityisassumedbyToF
4、eeorNottoFeeforitsuse,orforanyinfringementsofpatentsorotherrightsofthirdpartiesresultingfromitsuse.[AdvisorName]9c4bb54378cf98d71add76b52c782dfb.docTableofContents1INTRODUCTION41.1Purposeofthisdocument41.2Service41.3NewPricingGuideline41.4ClientSegmentation51.5Scope51.6TransitionPhases
5、61.7RelationshiptoOtherDocuments62TRANSITIONPLANNING72.1Tasks&Schedule72.2GantChart92.3ProjectBudget103COMMUNICATIONPLAN113.1BookingMeetings113.2Script113.3ClientInformationPackage124REVIEWPROCESS134.1ProblemResolution134.2TrackingyourSuccess134.3ClientTransitionandAccountTracking144.4
6、ProgressTracking154.5Reassessment15DocumentName:9c4bb54378cf98d71add76b52c782dfb.docPage15of15©ToFeeorNottoFee,2021.Allrightsreserved[AdvisorName]9c4bb54378cf98d71add76b52c782dfb.doc1IntroductionThegoalofthisTransitionPlanistomovethepracticetoatransparentcompensationmodelinordertobette
7、raligntheadvisor’sinterestwiththeclient’s.Thisshouldleadtobecomingtheclient’sadvocate,bettermatchingofthecompensationwiththeservicebeingdelivered,andreducingtheclient’scostovertime.1.1PurposeofthisdocumentThepurposeofthisplanistooutlinethetasksandactivitiesrequiredtoefficientlymoveth
