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 up your staff with the appropriate technology to resume serving clients. Raymond James has the largest transition team in the industry with more than 40 people on staff.
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, including 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.
Map your transition process from start to finish.
Launch the Transition Guide Tool
