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  • Hub You - Not Satisfied With Your Transfer Agent? What to Do

    Goals or Wishes?
    Goal setting has to be one of the most common phrases when setting out to gain more business. We all dislike the planning process that happens in large corporations. It seems that the goals are set and nothing really happens to fulfill them. The goals we need to set are goals for obtaining a number of business contacts that can lead to a business relationship. Goals for the number of cont
    pany and top management?

    Schedule a meeting with the account manager (and his or her manager if applicable) to discuss in a clear and coherent manner what you expect of a transfer agent. Make sure he/

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    Rather than sending out RFPs (Request For Proposals) and seeking out another transfer agent, it is a much better idea to try and work things out with your current agent. This is the preferable route to take for most businesses, as it is much easier than the alternatives and should be chosen if at all possible. Seeking out another transfer agent and trying to make the switch might not be worth your while if you can remedy the situation with your current transfer agent.

    To fix the situation, you will need to open discussions with your transfer agent. Before beginning the process, make a list of items that you would like your transfer agent to improve upon and specify what level of service you expect them to provide. Place these points in order of importance - what improvements are most important to you, your company and top management?

    Schedule a meeting with the account manager (and his or her manager if applicable) to discuss in a clear and coherent manner what you expect of a transfer agent. Make sure he/s

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    for most businesses, as it is much easier than the alternatives and should be chosen if at all possible. Seeking out another transfer agent and trying to make the switch might not be worth your while if you can remedy the situation with your current transfer agent.

    To fix the situation, you will need to open discussions with your transfer agent. Before beginning the process, make a list of items that you would like your transfer agent to improve upon and specify what level of service you expect them to provide. Place these points in order of importance - what improvements are most important to you, your company and top management?

    Schedule a meeting with the account manager (and his or her manager if applicable) to discuss in a clear and coherent manner what you expect of a transfer agent. Make sure he/

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    can remedy the situation with your current transfer agent.

    To fix the situation, you will need to open discussions with your transfer agent. Before beginning the process, make a list of items that you would like your transfer agent to improve upon and specify what level of service you expect them to provide. Place these points in order of importance - what improvements are most important to you, your company and top management?

    Schedule a meeting with the account manager (and his or her manager if applicable) to discuss in a clear and coherent manner what you expect of a transfer agent. Make sure he/

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    would like your transfer agent to improve upon and specify what level of service you expect them to provide. Place these points in order of importance - what improvements are most important to you, your company and top management?

    Schedule a meeting with the account manager (and his or her manager if applicable) to discuss in a clear and coherent manner what you expect of a transfer agent. Make sure he/

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    Schedule a meeting with the account manager (and his or her manager if applicable) to discuss in a clear and coherent manner what you expect of a transfer agent. Make sure he/she fully understands the implications of your expectations and can promise to firmly adhere to them.

    Inform the transfer agent of your intention to tour their shop as a prospective client would. This ensures that you are serious about working well with the transfer agent and want to be treated as an important customer. Also, be sure to get all your expectations, agreements and the promises of the transfer agent in writing as soon as possible. You can’t leave any room for future misunderstandings.

    After the tour decide whether or not the account manager or any of the staff you observed are adequately qualified or equipped with the resources to carry out your specific expectations. All too often an account manager is the root cause of the problem, due to lack of experience, skill or training. Hiring a new

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