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  1. Home
  2. How We Deliver
  3. 90 Day Transition Process

90 Day Transition Process

90 Day Transition Process

Moving to BAR Financial and Cetera Advisor Networks means  you’re in good hands  every step of the way.  Along with your BAR Financial Regional team, your Cetera dedicated Transition Relationship Manager and their team of specialists, is fully focused on  making your move a success and helping you thrive in your new home.

It is our goal to assist advisors in transitioning their book of business quickly and efficiently. For that reason we have created the philosophy "90-in-90". Our goal is to help move 90% of an advisor's book of business over within 90 days of their registration with us.

Our 360˚ support throughout your transition is designed to get your business back to normal quickly and efficiently and minimize disruptions to your revenue stream:

  • Live support and training throughout your transition and beyond—have a question? Get it answered. Period.
  • A “Take Action” week-by-week schedule so you can check off tasks and manage the process as it happens.
  • Robust library of pre-written letters for you to communicate changes and progress to clients.
  • Advance notification of all communications sent to your clients by our broker-dealer.
  • Commitment to have 90% of the assets transferred within 90 days.

 

Download the Cetera Transitions Guide

Download The BAR Guide to A Successful Broker Dealer Transition

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Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

 

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