Guiding new financial advisors through the transition process is one of the things we at Summit do best. Leveraging our extensive experience in having transitioned hundreds of advisors, we have a keen knowledge and appreciation of exactly what it takes to make the process as smooth and seamless as possible. That’s why 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 actually be a business building opportunity – the perfect chance to reconnect with your clients, offer new services and products and gather additional assets.
To open your own office usually takes just a few days (and in some cases as little as 24 hours!). Once you have been approved, you will work closely with members of our Business Development Transition Team – dedicated solely to you – to coordinate the opening of your office. Assuming you already have office space, a typical transition normally takes from one to three weeks. Remember: you will have dedicated members of our Business Development Transition Team guiding you through this process.