Develop A Transition Strategy
Factors such as timing, compensation payments and client communication are taken into account as your transition team works with you to develop a comprehensive transition strategy.
We want your transition to Kestra Financial to be as smooth as possible. Your dedicated transition consultant will develop a transition strategy with you, provide tools and training, and assist you with moving your book of business. With this solid strategy in place, you can reconnect with clients, offer new services and drive new business.