TRANSITIONS
Here when you’re ready to make the switch
We understand that moving firms can be daunting, but rest assured, our team is here to help you every step of the way.
CONCIERGE SERVICE
One point of contact from beginning to end
From the moment you join, you’ll be assigned a dedicated team member to assist in your full transition to IFP. Your business is unique and deserves individualized attention.
PROCESS TRACKING
Track exactly where you are in the process
We understand that juggling multiple responsibilities can be difficult. That’s why we provide process tracking, so you can easily stay up to date on the progress of your requests.
Discover if its time to take the leap
TECHNOLOGY
Repapering made simple
We offer transitioning financial professionals access to multiple repapering technologies, allowing for electronic signature and optimized account opening.
Frequently Asked Questions
How long does the transition to IFP typically take?
Our Financial Professionals can complete the transition anywhere from two weeks to 60 days or more, depending on the advisor’s desired pace. No matter the speed, our team is here to support you throughout the process.
Do I get a dedicated liaison?
Every financial professional who transitions to IFP is paired with a dedicated liaison who acts as the advisor’s point person for any all questions, issues, and needs throughout the transition process.
Does IFP offer transition dollars?
We put together custom transition packages for each advisor based on his or her needs. You can work with our recruiter to see what is available to you.