{"id":35841,"date":"2024-11-21T06:44:38","date_gmt":"2024-11-21T06:44:38","guid":{"rendered":"https:\/\/queenston.net\/?page_id=35841"},"modified":"2025-02-10T23:48:11","modified_gmt":"2025-02-10T23:48:11","slug":"transitions","status":"publish","type":"page","link":"https:\/\/queenston.net\/fr\/transitions\/","title":{"rendered":"Transition"},"content":{"rendered":"\t\t
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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"transitions\"\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\t\t\t\t\n\t\t\t\tTransition Process to Change Dealer, ICPM or MGA\t\t\t\t<\/span>\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Phase 1<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Advisor<\/br> Meeting<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Our process begins with a confidential consultation. During this meeting, we learn about your practice’s unique characteristics, including:
\u25cf<\/span>\u00a0<\/strong>Current grid and compensation structure.
\u25cf<\/span>\u00a0<\/strong>Insurance bonuses and AUM (Assets Under Management).
\u25cf<\/span>\u00a0<\/strong>Existing administrative and compliance support.
Your long-term goals and specific needs.
\u25cf<\/span>\u00a0<\/strong>This ensures we have a comprehensive understanding of your priorities.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Phase 2<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Mandating <\/br>Queenston<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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We request that you formally mandate us to represent your interests. This step:
\u25cf<\/span>\u00a0<\/strong>Grants us permission to leverage our network of industry contacts.
\u25cf<\/span>\u00a0<\/strong>Comes at no cost to you.
\u25cf<\/span>\u00a0<\/strong>Ensures you can trust us to evaluate any offers independently, including ones you receive outside of our efforts.
\u25cf<\/span>\u00a0<\/strong>This partnership allows us to advocate for your best interests effectively.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Phase 3<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Term Sheet <\/br>Development<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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We request that you formally mandate us to represent your interests. This step:
\u25cf<\/span>\u00a0<\/strong>Grants us permission to leverage our network of industry contacts.
\u25cf<\/span>\u00a0<\/strong>Comes at no cost to you.
\u25cf<\/span>\u00a0<\/strong>Ensures you can trust us to evaluate any offers independently, including ones you receive outside of our efforts.
\u25cf<\/span>\u00a0<\/strong>This partnership allows us to advocate for your best interests effectively.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Phase 4<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Targeted <\/br>Outreach<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Using our extensive network, we identify firms that align with your needs. Additionally, we welcome suggestions from you regarding firms you’d like us to contact. This step combines your insights with our market expertise for maximum reach.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Phase 5<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Offer <\/br>Comparison<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Once offers are received, we compile a comprehensive comparative table. This analysis evaluates six critical factors:
\u25cf<\/span>\u00a0<\/strong>\u00a0Administrative support.
\u25cf<\/span> \u00a0<\/strong>Compliance resources.
\u25cf<\/span> \u00a0<\/strong>Access to markets.
\u25cf<\/span> \u00a0<\/strong>Compensation structure.
\u25cf<\/span> \u00a0<\/strong>Technology offerings.
\u25cf<\/span> \u00a0<\/strong>Brand strength.
We meet with you to present the table, explain the offers, and answer any questions you may have.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Phase 6<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Meetings with<\/br> Interested Firms<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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We coordinate meetings between you and decision-makers from the shortlisted firms. These discussions provide an opportunity to ask questions, assess cultural fit, and gain deeper insights into the firms’ platforms.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Phase 7<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Selection and Negotiation<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Once you\u2019ve chosen a firm, we handle negotiations on your behalf. Our goal is to secure the most favorable terms while aligning with your professional aspirations.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Phase 8<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Seamless <\/br>Transfer<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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We assist with the practical aspects of transitioning your assets and clients to the new dealership. Leveraging our industry expertise, we ensure a smooth and efficient process.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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\n\t\t\t\n\t\t\t\t\t\t\t\n\t\t\t\tWhy Choose Queenston? \t\t\t\t<\/span>\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Our transition services are confidential, your privacy is our top priority. Our transition services are tailored, each process is customized to meet your needs. Our transition services are free, our services come at no cost to you. There\u2019s no reason not to partner with Queenston for your next career move. Let us help you find the perfect fit for your practice, ensuring both continuity and growth.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"Symbol-blue\"\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

Transition Process to Change Dealer, ICPM or MGA Phase 1 Advisor Meeting Our process begins with a confidential consultation. During this meeting, we learn about your practice’s unique characteristics, including:\u25cf\u00a0Current grid and compensation structure.\u25cf\u00a0Insurance bonuses and AUM (Assets Under Management).\u25cf\u00a0Existing administrative and compliance support.Your long-term goals and specific needs.\u25cf\u00a0This ensures we have a comprehensive understanding […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"site-sidebar-layout":"no-sidebar","site-content-layout":"page-builder","ast-site-content-layout":"full-width-container","site-content-style":"unboxed","site-sidebar-style":"unboxed","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"disabled","ast-breadcrumbs-content":"disabled","ast-featured-img":"disabled","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"enabled","adv-header-id-meta":"","stick-header-meta":"default","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"class_list":["post-35841","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/queenston.net\/fr\/wp-json\/wp\/v2\/pages\/35841","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/queenston.net\/fr\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/queenston.net\/fr\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/queenston.net\/fr\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/queenston.net\/fr\/wp-json\/wp\/v2\/comments?post=35841"}],"version-history":[{"count":0,"href":"https:\/\/queenston.net\/fr\/wp-json\/wp\/v2\/pages\/35841\/revisions"}],"wp:attachment":[{"href":"https:\/\/queenston.net\/fr\/wp-json\/wp\/v2\/media?parent=35841"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}