YOUR TRANSITION JOURNEY
Summit’s Transition Program is designed to “re-paper” all your client accounts, at one time, when you join Summit. The goals of this process are to:
With a keen knowledge and appreciation of exactly what it takes to make the transition process as smooth and seamless as possible, we’re able to get you up and running faster than any other firm in the business. You’ll find it’s the perfect chance to reconnect with your clients, offer new services and products, and gather additional assets.