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.

Transitioning Advisors Say…

Meet our transition team

Aida

Aida

Corporate Trainer

Barb

Barb

Operations Specialist

Ben

Ben

Operations Specialist

Brandon Hill

Brandon Hill

Technology

David

David

Trading

Kelley

Kelley

Operations

Laura

Laura

Licensing and Advisory

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.

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.