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The Transition

The Transition is critical to get right when you make a change.  It is the First Impression your clients will have with your new company.  Secondly the faster the transition goes the sooner you are back in business.  Nation’s Transition Team will implement a proactive, interactive and comprehensive transition plan from day one.  This team coordinates your transition from start to finish, including the planning stage, account transfer process and training period.  Your delegated Transition Manager will stay with you after the account transfers are complete and will be available to help you for as long as they are needed.


To learn more about Nations Financial call 800-351-2471.

“Nations works to make the transition as seamless as possible—from registration to transferring client accounts. No move is complete until the advisor’s business is up and running at 100%.” BRIAN WILKINSON, Chief Compliance Officer/ Integration Manager