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Transition Services

An efficient transition to your new firm can be vital to retaining key accounts. So from the day you decide to affiliate with us, Transition Services will take the lead in helping you get your new office up and running. We’ll assign a dedicated transition consultant to personally assist you with the important details – from quickly and accurately processing account paperwork to setting your staff up with the appropriate technology to resume serving clients.

Your transition consultant will be your liaison to the support professionals at the home office, coordinating timely, responsive assistance from each business area essential to making your transition a success: Registrations, Registered Investment Advisory Services, Technology Services, Compliance, Marketing and Operations. He or she will take ownership of all issues, helping to ensure your transition is as smooth and problem-free as possible.

“See how Raymond James can help you transition your practice.”
 
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