Transitioning Your

Business

Prepare

We learn about you, your practice, your staff, your clients; to ensure that we’ve got the products, technology, tools and services you need grow.

Execute

Put your plan into action. You’ll be introduced to your transition team who work closely with you on the nuts and bolts of moving your business.

Grow

Your transition was a success. Now it’s time to take advantage of all the value, resources and services that led you to choose SSN.

See what adivosrs say...

Meet the transition team...

Transitioning Advisors Say…

"Landon and Dave M have done a tremendous job helping us with the transition. The licensing team went out of their way to ensure everything came over properly. Their efforts are greatly appreciated."

– SSN Advisor

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"Overall the experience was great."

– SSN Advisor

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"The SSN team has been extremely timely in getting back to us about any questions and has shown a willingness to help us make it as easy as possible."

– SSN Advisor

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"The SSN team is always pleasant, friendly, personable and eager to assist."

– SSN Advisor

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Meet our transition team

Aida

Corporate Trainer

Barb

Operations Specialist

Ben

Operations Specialist

Brandon Hill

Technology

David

Trading

Kelley

Operations

Laura

Licensing and Advisory

Still have questions?

Contact one of our Transition Specialist

Value Proposition

We are the highest value provider in the Independent and Advisory Brokerage (IAB) industry. Our rare combination of a caring, small company culture with large company resources supports our advisors in their businesses. Our most successful clients are independent, entrepreneurial advisors who actively include tax-savvy financial advice in their client engagements.

Contact Us

Value Proposition

We are the highest value provider in the Independent and Advisory Brokerage (IAB) industry. Our rare combination of a caring, small company culture with large company resources supports our advisors in their businesses. Our most successful clients are independent, entrepreneurial advisors who actively include tax-savvy financial advice in their client engagements.

Contact Us