Transitioning of advisors is central to firm growth. How is your firm embracing the transitioning advisors, and onboarding their customers? Are the old days of a massive spreadsheet, long nights and weekends building client letters, and gathering customer transfer forms gone? When you bring a new advisor onboard, what can they look forward to? What training programs are incorporated, and for what personas? Are they able to parse their client data information in a Reg SP secure framework and, when the time is suitable, trigger transition events for their customers with the proper forms and signatures needed? Are they able to transfer 3rd party data from providers? Can they shift CRM systems and maintain command and control of the process? And lastly, how easy do we make it for advisors to take their data when they choose to leave?