Our well thought out and time-tested process guarantees that you will receive step-by-step guidance with ongoing training to minimize downtime. We have tremendous experience transitioning blocks of business and will work with you every step of the way to ensure that your transition is timely and efficient.
Personalized planning begins with an interview to understand how your current advisors do business. Our Transition Guide is the result of more than 20 years of experience. We manage the details of your financial institution transition, while our easy-to-follow checklist and timeline help streamline the process for you. In most cases, we are able to terminate you from your old broker/dealer and register you with Financial Network within two days.
Your financial institution transition will be overseen by one of the BAR Financial Regional Managers and will be handled by one of Financial Network’s home office dedicated Transition Managers. Financial Network has a team of managers plus their support staff solely dedicated to helping our new representatives transition their business to Financial Network. The Transition Manager will be your sole point of contact and will interact with all involved departemnts at the home office and provide daily updates on the transition. Working through the Transition Manager, you will have one point person who will interact with all involved departments at the home office and provide daily updates on the transition. A BAR Regional Manager will be your local contact person who will personally oversee your entire transition process.