Overview

Solutions for financial advisors looking to transition to independence. We do more than just move your book of business. After all, we’ve been through it ourselves. That’s why transitioning isn’t just a process here. It’s an experience. When it comes to a successful onboarding and seamless integration, we bring all the pieces together for you: - A dedicated transition specialist - Recruiting support - Brand development and marketing materials - Software and tech consultation, setup and training - Commission structures and documents coordination - Training plan coordination - ADV Part 2 support - Access to our referral network - After transition dedicated operation support - Plug and play benefits (HCA, Payroll, 401(k) etc.