Fusion understands that transitioning to a new broker-dealer is an important strategic step that needs to be carefully evaluated. Once the decision to switch is made, a well-planned transition will help minimize disruption to the business and the cost of moving your clients and their accounts.

Fusion’s goal is to create a comprehensive transition plan that can help ensure the process is efficient and your clients are well taken care of.

Fusion’s Transition Support focuses on three areas:
 

1. Offsetting all out of pocket costs of transition* – We will work with you to offset all out of pocket costs from the transition from the account closing costs, mailing costs, software for the transition, new stationary, all the way down to the collateral you will need when you make the move.
    
2. Dedicated transition team – NFP Securities, Inc. and Fusion provide a team of experienced individuals who specialize in transitions and will assist you in preparing and executing your transition every step of the way.
    
3. Quick-launch our value added services – We believe that a firm needs to have a strategy and business plan ready before they transition their licenses. Fusion, working with you, will create an all-encompassing  business plan that will help minimize any disruption commonly caused by the transition.

Fusion can help you take that next step and prepare your firm for faster growth and improved profitability.

Call us or email us now to find out more about Fusion Advisor Network.

* May require a minimum annual GDC.