What to Expect

Tested Process Simplifies Onboarding

Our expert transition team is ready to get you off to a quick start. We’ll pair you with a manager vested in your success and take our time to get to know you. Then, we’ll set you up to thrive at what you do best. It’s that simple. We’ll keep you up-to-date with all the latest in our weekly conference calls and at our semi-annual conferences.

Graphic chart illustrating process for onboarding with TAG Advisors