Comprehensive Transition Support


We don’t rest until you’re back to business as usual

Moving to a new firm doesn’t have to be a stress-filled undertaking. We’ve guided advisors through this process time and time again, and we have a reputation for doing it well. Our dedicated transition team will give you the support you need to make your move with confidence. Why? Because we recognize that your success is our success. Whether your current firm is protocol or non-protocol, we provide best-in-class transition services.

Our team works to carry you through each phase of your move step by step and limits unnecessary downtime—allowing you to focus on the bigger picture while we take care of the details.


Making the Move

Our transition team is with you all the way. Here’s what you can expect:

You will have a dedicated point person to personally serve as a single point-of-contact—from recruitment to transition to hand-off.

A transition team that provides due diligence, covering your book of business to make sure the firm can support it.

A transition team that prepares all paperwork.

A transition team that has an extensive preparation strategy and tight execution to assist in a smooth transition.

A personalized transition team that understands the unique needs of your practice (size, book requirements and business mix). When you choose Momentum Independent Network, we don’t rest until you’re back to business as usual.

The Momentum Advantage

Momentum Independent Network is focused on your future. We value independent advisors’
entrepreneurial spirit and tailor our solutions to fit your unique practice.

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