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Download: EQ TA New Client Transition Guide

Key Steps and Strategies for a Smooth Transition

We’re so pleased to have you join the EQ family! This comprehensive guide provides valuable insights and step-by-step instructions to help you get the most out of your relationship with us. From setting expectations to establishing effective communication channels, it covers essential strategies for a successful transition. And if you need anything else, please don’t hesitate to reach out. ​