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Transition Experience

Starting from the day you decide to join Cetera Advisor Networks, we provide you with a level of service that reinforces the wisdom of your decision. Our dedicated Transition team will customize the process around you and your clients, with a focus on minimizing, if not eliminating, any disruption to your business. To help ensure your transition is worry-free, we provide a 90-in-90 Transition Plan that focuses on transferring 90% of your accounts in 90 days with minimal disruption and stress.  

By tapping into our wide network of professionals across a broad range of disciplines, our Transition team can help you define your objectives, examine your current structure, propose alternatives and help you implement change. We will customize your plans so that they fit your needs, goals and business model. When you’re ready to make your move, we’ll help ensure the process is a smooth and successful one. 

Our services include:  

  • Quick action to transition your clients to your new firm and get your business back to normal quickly and efficiently. Our goal is to minimize disruptions to your revenue stream.  
  • Live support and training throughout your transition and beyond.  
  • A timeline and schedule so we will work together efficiently.  
  • Access to communication materials, pre-approved, to send to your clients.  

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