WHY IS IT SO EASY?
Guiding new financial advisors through the transition process is one of the things we do best. In fact, we encourage all onboarding advisors to call other Summit advisors and find out about their onboarding experience. It’s not uncommon for our advisors to share that they were back to their regular business in less than a month and ended up transitioning more assets than what they started with before joining Summit.
We have applied our extensive experience from hundreds of advisor and office transitions over the years and applied this knowledge to make the process as smooth and seamless as possible.
That’s why Summit believes we’re able to get our financial advisors up and running faster than any other firm in the business. In fact, you’ll discover that your transition process will be a business building opportunity—the perfect chance to reconnect with your clients, to offer new services and products, and gather additional assets.
Summit’s advances in transitioning your business include many of these processes and resources:
You will be assigned a Practice Management Consultant to gauge the current state of your business to uncover opportunities for business growth. Further engagements with our consultants will help you navigate and align resources to achieve your goals. Including:
If needed, we will consult with you and your office on developing the following:
You will be given a surplus of Compliance-approved marketing materials to leverage in your communications with your clients. These materials include the “Why I Changed Firms” and “The Right Connections” customized client brochures for you to use with your clients.
Guidance on increasing your brand presence and marketing your business from our Business Consultants, including website development, social media, search engine optimization (SEO), and other marketing strategies.