Skip to main content

  • Home
  • Meet Us
    • Our Firm
    • Our Team
    • Financial Institutions
    • Our Broker Dealer
    • Custodian
  • Advisors We Serve 
    • Independent Advisors
    • Wirehouse Advisors
    • Insurance Based Advisors
    • Established Practices
    • Growing Practices
    • Ensemble Practices
    • Financial Institutions
  • Acquire & Retain Clients 
    • BAR Academy
    • Turnkey Marketing
    • Wealth Management Solutions
    • Advanced Planning Group
    • Research
  • Succession Planning
  • How We Deliver
    • Back Office Support
    • Technology Platform
    • 90 Day Transition Process
  • In The News
  • Contact

    You are here

  1. Home
  2. How We Deliver
  3. 90 Day Transition Process

90 Day Transition Process

90 Day Transition Process

Moving to BAR Financial and Cetera Advisor Networks means  you’re in good hands  every step of the way.  Along with your BAR Financial Regional team, your Cetera dedicated Transition Relationship Manager and their team of specialists, is fully focused on  making your move a success and helping you thrive in your new home.

It is our goal to assist advisors in transitioning their book of business quickly and efficiently. For that reason we have created the philosophy "90-in-90". Our goal is to help move 90% of an advisor's book of business over within 90 days of their registration with us.

Our 360˚ support throughout your transition is designed to get your business back to normal quickly and efficiently and minimize disruptions to your revenue stream:

  • Live support and training throughout your transition and beyond—have a question? Get it answered. Period.
  • A “Take Action” week-by-week schedule so you can check off tasks and manage the process as it happens.
  • Robust library of pre-written letters for you to communicate changes and progress to clients.
  • Advance notification of all communications sent to your clients by our broker-dealer.
  • Commitment to have 90% of the assets transferred within 90 days.

 

Download the Cetera Transitions Guide

Download The BAR Guide to A Successful Broker Dealer Transition

logo-footer.png

Online Privacy Policy | Important Disclosures | Business Continuity | Order Routing Disclosure

Securities and advisory services offered through Cetera Advisor Networks LLC, (doing insurance business in CA as CFGAN Insurance Agency), member FINRA, SIPC, a broker/dealer and a registered investment adviser. Cetera is under separate ownership from any other named entity.

 

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

 

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com

© 2024 BAR Financial. All rights reserved.

Website Design For Financial Services Professionals