We connect you with our Transition Manager & Team once you have decided to affiliate with The SFA. You will benefit from our proven transition practices that are designed to make your move as seamless as possible. Your dedicated Transition Manager will coordinate all aspects of your move including but not limited to, trainings, inter-department calls, meetings and on-site visits. The manager keeps you informed continuously and discusses every step with you in detail at the pace that’s right for you and your clients.
During the on-boarding phase, the Transition Team will train you and your staff on paperwork processes and procedures. This includes training on understanding forms, document submission, account opening and up to and including account funding and general account maintenance. Training also covers the various software systems required for the day-to-day operations of your business. Our Transition department is committed to providing quality service and assistance for the duration of your Transition.
We invite you to view our Transition Quick Reference Guide.
Once you have made the move and your transition is complete, your support will continue through our Advisor Relations Team. The Advisor Relations Team will continue to work closely with you to establish business goals and map out a plan to achieve those goals.
