For AdvisorsJoining Acrylic
Your practice, in a clearer frame.
If you are an advisor thinking about an RIA home, this is how a move to Acrylic works, step by step, and who you talk to at each one.
Where your practice is
Where it could be
How a move works
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A first conversation
About your book, your clients and where you want the practice to go.
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A look at fit
Custody, platforms, how you work today and what would change.
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The plan
What moves, in what order, with names and dates agreed together.
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Registration and paperwork
Handled with you, one step at a time.
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Your first day on the platform
Your sign-in to the Acrylic MAC, with your tools in one place.
Questions we will ask you
Where are your clients' assets held today?
Which planning and CRM tools do you use?
What do you want to stop doing yourself?
What does the right home look like to you?