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With
a combination of over 25 years of experience, Broker WebStation's
transition team will assure you a timely and smooth transition….allowing
you to focus on developing your existing relationships and attracting
new business.
Broker
WebStation's transition process is focused on getting your
business established as quickly as possible. With years of
experience in transitioning registered representatives &
independent professionals, we are well acquainted with the
process to assure the least amount of disruption to your business.
When
you begin the process, we will assign you a personal transition
coordinator whose objective is to help you reach maximum efficiency
and productivity within your set time frame. Your transition
coordinator will help you address issues related to new accounts,
account transfers, compliance, operations, and marketing services.
The Transition Team knows how to make a complicated procedure
surprisingly simple. They'll be there for you from beginning
to end.
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Introductory
telephone conferences with your transition coordinators will
be common to ensure you have the tools you need to get your
independent practice up and running. Your transition coordinators
will also guide you through firm policy and procedures as
well familiarize you with the products, services, and resources
our firm has to offer.
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Institutional
