If you are a financial advisor or private banker, you will want to hear the Fieldpoint Private story from those who were there from the start.
Compensation, ownership & transition
We have developed a high-touch process to help make the transition easier and more certain - for you, your team and your clients.
From the moment you commit to the firm, a team is assigned to develop the welcome packages that will simplify the onboarding process. Packages are customized as you deem appropriate for each client. Because we were built from day one around the needs of ultra high net worth clients, the entire process is managed with them in mind.
Your own onboarding into the firm is handled in a similarly thoughtful, concierge fashion. From your first day in the chair, everything works: email, CRM, desktop applications, system authentications, etc. Your transition team will arrange orientation sessions on our integrated platforms, and they will stay close by as you begin the process of integrating the account information of your incoming clients.