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 you do business, so we can provide the highest level of service. Our Transition Guide is the result of more than 20 years of experience. We manage the details of your transition while our user friendly checklist and timeline help streamline the process for you. In most cases, we are able to terminate you from your previous broker/dealer and register you with Financial Network within two days. We also inventory your current book to determine the number of accounts and the type of accounts. Our goal is to transfer the majority of your book within two to three weeks. The transition cost will be negotiated on a case by case basis with all new registered representatives.
Your 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 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.