Kades-Margolis realizes that transitioning to a new organization can be an arduous process, so our goal is to help make that transition as seamless as possible.  We will design a personalized transition package to fit the needs of both the experienced and new Advisor.  We offer support before, during and after the transition, assisting with any questions or concerns that you may have.  Support includes, but is not limited to the following:

  • Individual meetings to discuss the specifics of the transition and develop an action plan
  • Sophisticated system to set up clients effectively with appropriate transition codes
  • Paperwork training and home office support to help complete the necessary forms
  • Product training to ensure that you have a core knowledge of our product offerings

In addition, our existing relationships and strong reputation within our niche market create an opportunity for you to grow your practice as well as retain your transitioned business.