Our customized turn-key transition process is simple and seamless.
When you’ve made the decision to join Householder Group, we do everything possible to ensure a seamless transition. Through the use of our proven transition process that is designed to minimize disruption to your practice and improve client retention, we have successfully assisted literally hundreds of advisors from across the nation make the transition to Householder Group. This is particularly impressive given the fact that the transitioning process is different for every advisor.
It is of prime importance to Householder Group that you and your clients fully understand and enjoy the benefits regarding the choice you’ve made to join Householder Group, including the new resources you will have available to help your clients make informed choices, and the tools are designed to help maximize their financial goals and objectives.
Our step-by-step planning will help guide you through the preparation necessary to have all the information organized to complete a successful transition.
Dedicated Transition Manager
Backed by a group of licensed transition professionals you will have a dedicated transition manager that will be with you every step of the way, guiding you through the Householder Group transition experience.
We know that the most critical time of the transition occurs at the day of changing firms, and the movement of your accounts and assets to Householder Group. Our team is available through the entire process helping you, your staff and clients. We will stand-by you every step of the way.
After successfully helping advisors over the last two decades, we learned that there’s more to transitioning than filling out paperwork—and that’s why we focus on making your transition a profitable one. We help you to conduct transition events that result not only in a smoother and faster process that reduce “down-time,” but provide you with a positive opportunity to generate new business and gather new assets.
Householder Group provides continuing and on-going support to you, your clients, and your staff. Our dedicated transition team is available to you for as long as you need us.
Householder Group offers a distinct value proposition that you will not find elsewhere. We have developed highly-effective, propriety marketing programs and operational systems that are designed to help our advisors become even more successful. We back the success of these programs up with real-life examples and empirical data. In fact, we’re so confident in the effectiveness of our marketing programs
we guarantee the results.