Transition Team

We eliminate the roadblocks to transitioning your business.

We know that transitioning your business and clients to an independent status and/or a new broker dealer can be an overwhelming task. As a leading independent broker dealer we have taken every measure to eliminate that roadblock and have made it easy for financial professionals to bring their business to SSN. We have created one of the most automated and streamlined Transition Programs in the industry, and our affiliated financial professionals agree.

Dedicated Transition Team. Every new financial professional rep that joins the SSN network is assigned a dedicated Transition Team. This team of professionals will walk through every step of the transition process with you, streamline communications with your customers, and do everything possible to make the transition to SSN smooth and easy. Our goal is to do as much as we can for you so you can focus on strengthening your relationships with your clients, communicating the benefits of the transition, and servicing financial needs.

The SSN Transition Team has already successfully transitioned hundreds of other financial professionals to our network. They will use the team's collective experience and expertise to help you develop a transition plan and schedule specific to your business; become familiar with SSN’s products, programs, people, technology, systems and policies; and provide training and support whenever and wherever you need it.

Our Transition Team has personnel from every SSN department and each is a specialist in his or her area. This team is dedicated to working with new affiliated financial professionals to transition their business in a timely and seamless manner. The Transition Team and the Client Services Manager are the primary contacts at the home office during your first 90 days. Our goal is to assist you in moving your book of business with as little disruption as possible. A full Transition Guide is also available to help you during this process, and our team will be in constant communication with you every step of the way.