Is the thought of transitioning to a new financial services firm holding you back? Are your worried about the legal hurdles? The paperwork? The disruption to your practice?
At SFA, we’ve been guiding financial advisors through the transition process smoothly for years. In that time, we’ve developed a highly effective, streamlined transition process that simplifies your entire move and makes it as painless as possible.
We’ll help structure a relationship that’s right for you and assign a transition team that will be with you every step of the way.
Our transition staff will personally guide you through all aspects of the process, including account documentation, transfers, marketing, systems training, and more. The result is a strategy that’s customized to meet your exacting needs.
At every level, we make sure your transition is managed to be minimally intrusive. More importantly, you’ll see that it’s a business-building opportunity – the perfect chance to reconnect with your clients, offer new products and services, and gain additional assets.
So if you’re ready to move to a higher level, we’re ready to help. Contact us or call Arthur Goldsmith at 888-447-2444 for a confidential discussion.