Our first step is to understand your practice goals and objectives and work with you to develop an onboarding plan, tailored to your practice. Once the required background checks are completed and you’ve executed the affiliation documents, we begin to develop and implement your plan. Typically, these steps require one to two weeks, depending upon the size of the practice. The account transition can be completed in two to four weeks. To begin the conversation, contact us today. Call (877) 257-3840 or send an email to joinus@dynamicadvisorsolutions.com.