Exceeding our Financial Advisors’ expectations is what we strive to do each and every day, 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 clients' first impression. That is why we invest in you, by providing hands-on support that begins prior to you joining, throughout your entire transition, and beyond.
At Stifel, 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.
Our 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 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. Our process is geared toward your needs and sensitivity to time; training is scheduled when you want it on the topics you want.