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Transitioning Your Practice

Move forward, transition smoothly

Our goal is for your move to go as smoothly as possible
We'll begin by helping you sort through the following topics:
  • Moving over clients
  • What's legal
  • What's appropriate
  • What marketing resources are available
Once you start, we don't want anything to slow you down
Your transition team will assist you for your first two weeks, working with you on system technology and product availability and inventory. The objective is to provide you with the tools and information necessary to help you be 100% productive from day one.

A transition package supports your first year

In your first year you'll receive a transition package tailored to your particular situation. It may include commissions, bonuses, and a salary - all giving you the freedom and peace of mind you need to establish your new business. The salary is based on your current earnings and the level of your experience.

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You'll help others reach retirement

Don't forget about your own. Understand our compensation structure and be sure to plan for your own retirement.

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Ambitious like you. Meet us.

Meet a unique group of professionals who all decided to switch careers to find more autonomy, increased financial rewards and more success.

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Our work benefits our clients and community

Our Financial Advisors actively serve clients and also volunteer for others in their communities. They find both rewarding and important.

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