Our business transition plan for financial advisors

When you’re ready to move your practice to Equitable Advisors, a dedicated business transition team will help you plan, prepare and execute your move as smoothly as possible – and ultimately support your ongoing efforts.

Connect with an experienced financial advisor recruiter

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Move forward with a proven, personalized onboarding process

Both your Business Transition Managers and Market Leader will collaborate with you on a detailed business transition plan that accounts for what’s unique about your practice and clients.
Your team stays connected as you move through each step on the onboarding process.

Move You
Move Infrastructure
More Clients
Move Forward

6-8 Weeks Pre-Transfer

We start focusing on the logistics of setting you up to work with us.

4 weeks - first 30 days

Digital experts make sure your tech experience is integrated and ready to go live.

Day 1- Day 180

Your local Market Leader and Transition Managers help you strategize the sequencing of client transfers.

Our Client Transfer Specialists work to ensure the proper paperwork is prepped and completed for clients.

Day 1 - Many years to come

Your practice is up and running with support from our team and ongoing counsel from your Local Market Leader.

We handle the heavy lifting so you can focus on your clients

To save you time and paperwork headaches, we take stock of your clients’ portfolios and move their assets, streamlining the process by pre-populating ACAT and client transfer forms for you.
Partner with your local Market Director and our client transfer specialists to move your most complex clients. Together, you can strategize the sequencing of each client’s transition, to increase the likelihood of success with your high-priority clients.

Take a deeper dive

Review further details on the compensation, support, technology and business transitioning Equitable Advisors offers.

Compensation

Support

Technology

Transition

Individuals

Financial professionals and brokers