Transition | Transition Process | Transition Support
Supporting our advisors before, during and after their transition is a top priority for our firm. Our dedicated staff is available to assist new advisors throughout the transition process. We provide personalized training, as well as support to transfer and process paperwork for existing clients through the advisor's chosen custodian or direct with the carriers.
Our orientation process helps to familiarize our advisors with the firm and all of the options and resources available to them. Because transitions are often a busy time, we make our orientation materials available online and give our advisors the flexibility to complete the process at a time that is most convenient for them.