300 lbs of prepared paperwork shipped!!
Late in the afternoon of June 27th (in what felt like the 11th hour, despite being a day ahead of schedule), the teams from HoyleCohen & Schwab successfully shipped out OVER 300 LBS of prepared paperwork for processing on July 1st. That’s roughly 1,100 account applications and 1,100 transfer forms as well as the many additional instructions like MoneyLinks/IRA Distributions/etc.
While we might need more shipping tape for the office, we were able to pull off this amazing feat in only 4 days! Thanks to everyone for their tireless efforts in the days and weeks leading up to this moment. Your relentless commitment to our clients is what got us here and is what will continually improve their experience.
