Transition

From the moment an advisor decides to join SFA, we take the worry out of moving onto our platform. Each transition is highly individualized: We assemble a team to work closely with each advisor to complete all the appropriate paperwork and create a realistic transition schedule. A dedicated coordinator is assigned to personally guide every new advisor through the entire transition process.

We work with our new advisors as far in advance of their move as possible, mapping out a process that will not interrupt their ongoing business. We carefully train them on all our procedures and systems and smoothly help them to become a member of the SFA community.

While we will establish an exact timeline for your transition, we will continue to work with you until the last account is transitioned. We incorporate your business needs into a checklist and transition manual based on our experience in managing this process. Please click here to see our Transition Quick Reference Guide.