Transition & Onboarding Support

We take great pride in the care that we use in transitioning newly appointed representatives to Premier Wealth Management, Inc.™ and Cambridge.   We work with you to develop a personalized time line that will help make your transition as smooth as possible.

We partner with Cambridge, which has one of the industry’s leading transition teams, and we also have our own in-house resources that are dedicated to you during the most stressful points during your transition. One of the most stressful times in an advisor’s career is changing broker-dealers. Our in-house transition services can include:

  • Repapering Support
  • Account Opening Support
  • Technology Training
  • Concierge Solutions

In an effort to make certain that a representative who is joining our branch has the best possible chance of succeeding, we require the representative to participate in pre-transition orientation and training. During this step of the process we provide education and guidance and make certain that he or she understands the strong emphasis that is placed upon compliance and the need to conduct business in an ethical and legal manner. Finally, we work together with the representative to develop a business plan that will allow that representative the best chance for success. Regardless of how much experience a representative might have, he or she still needs to be oriented into our culture as well as Cambridge’s.

A Complete Guide to Your Onboarding Process

We have created a binder designed to help you complete the onboarding process with ease! We know transitioning can sometimes be a daunting task but this binder along with our helpful staff will help with a smooth transition. Content includes but is not limited to:

  • Immediate Onboarding Tasks

  • Compliance Requirements

  • Available and Mandatory Training

  • Technology Guidelines

  • Brokerage Trading Costs & Fees

  • Discounts

  • Premier Services & Policies

  • Best Practices and more!

Personalized Tombstone Ads

FOR TRANSITIONING REPS

Any new rep joining has access to free personalization of tombstone ads. These are a great way to inform clients of your transition. Just a few examples are seen below with many styles available upon request. We provide you with the digital file so you can have them printed at your preferred printer or Premier can have them printed and mailed for a modest fee.

Take the First Step toward Your Success