Your Customized Transition

A Customized Transition—Your Customized Transition

From the moment you decide to join Multi-Financial, we focus on providing you with a level of service that reinforces the wisdom of your choice every day. That begins with your customized transition. We don’t try to squeeze you into our process; we build a course of action around you and your clients to minimize any disruption to them and to your business. We will put a dedicated transition specialist behind you every single step of the way, activating your customized transition plan and timeline to ensure that your transition is as smooth and as trouble-free as possible. This will be your first of many opportunities to connect with our team in real one-on-one relationships, including specialists from:

• Registrations
• Advisory Services
• Technology
• Compliance
• Marketing

We’re Here to Make Change Rewarding

While your transition plan will be customized to your needs, it will progress through the following three stages:

Pre-transition includes:
• Our chance to get to know you, your business and your clients’ needs to create a customized timeline and transition plan
• The engagement of the necessary home office departments, and introduction to your team
• Coordination of your start date, help with account transfer paperwork and help using our templates for letters to mail to your clients

During your transition we’ll:
• Assist you with account transfers, and keep you frequently updated on their status
• Walk you through our comprehensive welcome kit to ensure you have a big picture of all we have to offer
• Acclimate you to the breadth of our SmartWorks^SM technology platform and get you on your feet using it
• Set you up with business cards and an e-mail address
• Open the doors to our vast marketing resources so you can start using them

Post-transition we’ll:
• Ensure any outstanding items are resolved
• Keep you updated on our regularly scheduled conference calls and webcasts to help you best utilize our technology tools and take advantage of all our business-building opportunities
• Introduce you to our Resource Center, who can help you and your staff with the day-to-day—and less routine—matters as you service your clients and expand your business
• Keep you apprised of our numerous educational opportunities, regional meetings, and conference opportunities throughout the year, so you can network with your new colleagues

Change doesn’t have to be difficult. Our goal is to ensure it’s rewarding. Let the committed and experienced team at Multi-Financial guide you through this process and help you reach your goals.