REDHAWK WEALTH ADVISORS

We do the heavy lifting so you can stay focused on your business. We recognize that you’re on the threshold of a major change, so we assume ownership of all the potentially distracting details to allow you to devote your full attention to your business. At Redhawk, our sole focus is helping you establish a competitive, independent practice. The transition process is just the beginning of our long-term commitment to you.

Among the services we provide that help to ease the transition include:

• A dedicated transition coordinator, who functions as the quarterback for your entire transition process and is your go-to person for training and day-to-day operations questions and issues. Whenever you need help, and whatever the issue, you don’t need to think about whom to call; all you have to do is pick up the phone.

• A weekly scheduled status call to keep you informed of what is going on.

• A tracking report of your brokerage account transfers, including our receipt of paperwork, whether it is in good order (and, if not, what’s required to get it that way), the arrival of individual assets, and if the transfer has completed.

• One-on-one web tours and training to help you and your staff transition your business into Redhawk’s service areas and processes.

• A range of compliance-approved marketing materials, including brochures, folders and fact sheets customized with your contact information.

• Communication materials to help build your brand and communicate the changes to your clients and prospects.

• A personal advisor site for creating a high-impact web presence that includes professional picture, contact information and biography.