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A financial professional who's ready to move her business forward by transitioning to Concourse.

Transition your business to Concourse

We know transitioning your business to a new firm is a big commitment. That's why we're dedicated to making the process as smooth as possible.
A streamlined process, tailored to meet your needs
At Concourse, we're dedicated to helping you move your business forward. We work with you to understand your current challenges and uncover what you want in a new firm. Then we tailor a plan that supports your needs and guide you every step of the way.
Your transition consultant will work with you from day one to set transition milestones and customize your plan checklist.
Together, you and your transition consultant will develop your transition plan. This includes undergoing compliance and product training.
We'll support you as you resign from your current firm and complete any licensing requirements to make the move. Our electronic system makes it more efficient to transfer any client forms.
Move Forward
Your transition consultant will introduce you to your dedicated practice support team who will provide ongoing assistance.

Continued support

When you transition your business to Concourse, your dedicated transition consultant will guide you through the onboarding process. But that's not where the support ends. After onboarding, our specialized teams will continue to help you grow and manage your business.
Connect with us
Connect with our business development team to get started.
See our tips
Ready to switch firms but not sure where to start? Learn about our transition best practices.