Looking for The Easiest Way to Change Broker Dealers?

Join Nations Financial Group

A Transition Experience You Can Trust

We know that changing firms is a big decision—one that comes with challenges and uncertainty. That’s why we don’t just facilitate transitions; we take great pride in making them as seamless and efficient as possible. Our turnkey transition process provides personalized, step-by-step support—from office setup to client communications and account transfers. With a dedicated team by your side, we ensure your transition is not just smooth, but the best it can be.

White-Glove Transition Services for Advisors

Why Choose Nations?

Transition Strategy

Your onboarding team helps develop a comprehensive strategy and schedule for client communication, account information gathering, paperwork preparation and more.

Inventory Your Business

Take inventory of your client accounts and note the services, providers, and any additional features your clients are using.

Seamless Onboarding & Account Transition

Your onboarding consultant manages FINRA registration, account setup, and asset transfers once client signatures are secured. We also track licenses, appointments, and provide regular status updates for a smooth transition.