Every advisor who makes a move has concerns about the transition process. You hope everything will go smoothly so you can be up and running in your new environment with a minimum of disruption and stress. We've developed an experienced transition team to do just that. Their mandate is to get to know you, your business, and your preferences so they can support you through every phase of your transition and beyond.
Like many others who have joined E.K. Riley, you’re likely to be happily surprised at how closely this professional team will work with you to prepare, organize and develop the resources vital to the success of your move. You can confidently take the next step knowing our systematic approach will anticipate and meet all your conversion issues. Your transition team has the experience to guide you through a swift and seamless move. We utilize exciting new technology, including a fast, accurate paperwork processing system that rigidly adheres to broker protocol client information limitations. Your E.K. Riley Transition Team is dedicated to making your conversion as seamless as possible.
"Change is never easy, and transitioning to a new company can be a daunting task. The transition team at E.K. Riley took the time to get to know us and our business, and in turn the process was made much easier. They were with us every step of the way, and we are pleased to have joined such a supportive and responsive team."
Senior Vice President , Financial Advisor
"We had not changed firms for 10 years, and the process has changed significantly during that time. We were glad that we could rely on the expertise of the E.K. Riley transition team to help us. It would have taken us months to do all that they did in a few short days!"
Senior Vice President, Financial Advisor