Transition

You will benefit from our proven transition process that makes your move as seamless as possible. You work closely with a Transition Manager who coordinates all aspects of your move, keeps you informed and up-to-date, and discusses every step with you in detail. Please click here to see our Transition Quick Reference Guide.

And once you have made the move and your transition is complete, you will work closely with our Advisor Relations team to establish business goals and map out a plan to achieve those goals.