PJ Advisor Group has a dedicated and experience support team to ensure you and your clients have a smooth transition. Through thoughtful planning, training and communication we are here to support you every step of the way.
We provide a detailed, activity-based timeline to guide you through the transition process and integrate your current workflow so you can get back to business with no down time.
Training & Coaching
Training and coaching in a variety of formats to provide you with the knowledge and tools to confidently navigate each step of your practice and client transition
One on one support throughout the process providing registration and licensing support, technology direction and instruction, branded templates, new account paperwork guidance and product advocacy.