Stifel’s transition team consists of seasoned professionals with proven experience transitioning advisors in addition to a wealth of knowledge on Stifel’s applications, technology, and operations.
We are here to make your transition go as smoothly as humanly possible, here to calm your nerves, here to guide you in a way that will set you up for future success. Put simply, we are here for you — and your transition is just the start of our relationship together.
“Whether you are coming from a protocol or non-protocol firm, our team works with you to get a transition plan in place. We understand that each financial advisor’s business is unique and that a one-size-fits-all approach to the transition process doesn’t fit Stifel’s culture and is incompatible with many of the reasons you chose Stifel. Working closely with you and your team enables us to proactively anticipate the needs of your clients and helps us to tailor our process to your book of business.”
Director | Operations & Client Services / Help Desk