Independent Broker Dealer Start-Up Assistance

Exceeding our Financial Advisors’ expectations is what we strive to do each and every day at Century, and this is never more important than when we start a relationship with a new Independent Financial Advisor. An advisor’s first impression is also their client’s first impression.┬áThat is why Century invests in providing our Independent Financial Advisors with the broker dealer start-up assistance required to make their transition a positive one.

At Century, we oversee the transfer of your clients’ assets every step of the way. Together, we start with developing a transition plan that works for you. The plan is tailored to address document preparation, mailing, and the complete account transfer process, as well as training you on systems, operations, and trading.

The Century transition team focuses on assisting you with every step of the conversion, including giving you status updates on the progress of the transition and troubleshooting and resolving any issues that may arise during the process. Your Century transition team will also be a part of your ongoing service team that will provide you with dedicated service.

Our dedicated professionals are on hand to provide training on all aspects of the firm, from technology and trading to operations and products to marketing assistance. Century is geared towards your needs and sensitivity to time; training is scheduled when you want it on the topics you want.