{"id":38,"date":"2022-10-26T14:22:41","date_gmt":"2022-10-26T14:22:41","guid":{"rendered":"https:\/\/ifp.ifpstage.com\/bd3stage\/?page_id=38"},"modified":"2023-05-18T16:43:32","modified_gmt":"2023-05-18T16:43:32","slug":"transitions","status":"publish","type":"page","link":"https:\/\/ifp.ifpstage.com\/bd3stage\/transitions\/","title":{"rendered":"Transitions"},"content":{"rendered":"

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TRANSITIONS<\/h2>\n

Here when you’re ready to make the switch<\/h3>\n

We understand that moving firms can be daunting, but rest assured, our team is here to help you every step of the way.<\/p>\n

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CONCIERGE SERVICE<\/h2>\n

One point of contact from beginning to end<\/h3>\n

From the moment you join, you’ll be assigned a dedicated team member to assist in your full transition to IFP. Your business is unique and deserves individualized attention.<\/p>\n

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Experience the white glove service<\/a><\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.21.0″ _module_preset=”default” custom_margin_tablet=”” custom_margin_phone=”||-50px||false|false” custom_margin_last_edited=”on|phone” global_colors_info=”{}”][et_pb_row column_structure=”1_2,1_2″ module_class=”switch-sides” _builder_version=”4.21.0″ _module_preset=”default” custom_margin_tablet=”” custom_margin_phone=”-50px||||false|false” custom_margin_last_edited=”on|phone” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.18.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” text_text_color=”#2A2B29″ text_font_size=”18px” text_line_height=”30px” header_2_text_color=”#798988″ header_2_font_size=”16px” header_4_font=”Lato|||on|||||” custom_margin=”46px||21px||false|false” custom_margin_tablet=”24px||0px||false|false” custom_margin_phone=”24px||0px||false|false” custom_margin_last_edited=”on|tablet” text_line_height_tablet=”26px” text_line_height_phone=”26px” text_line_height_last_edited=”on|desktop” header_2_text_color_tablet=”#798988″ header_2_text_color_phone=”#798988″ header_2_text_color_last_edited=”on|desktop” header_3_font_size_tablet=”30px” header_3_font_size_phone=”30px” header_3_font_size_last_edited=”on|tablet” header_3_line_height_tablet=”36px” header_3_line_height_phone=”36px” header_3_line_height_last_edited=”on|desktop” global_colors_info=”{}” header_2_text_color__hover_enabled=”on|desktop” header_2_text_color__hover=”#798988″]<\/p>\n

PROCESS TRACKING<\/h2>\n

Track exactly where you are in the process<\/h3>\n

We understand that juggling multiple responsibilities can be difficult. That’s why we provide process tracking, so you can easily stay up to date on the progress of your requests.<\/p>\n

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Discover our other technologies<\/a><\/p>\n

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Discover if its time to take the leap<\/h3>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”2_5″ _builder_version=”4.18.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_button button_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjI5ODkifX0=@” button_text=”Get started” button_alignment=”center” _builder_version=”4.20.4″ _dynamic_attributes=”button_url” _module_preset=”default” custom_button=”on” button_text_color=”#003333″ button_bg_color=”#43bb95″ button_border_color=”RGBA(255,255,255,0)” button_border_radius=”5px” button_font=”Lato||||||||” button_use_icon=”off” global_colors_info=”{}” button_bg_color__hover_enabled=”on|hover” button_bg_color__hover=”#F8F8F9″ button_bg_enable_color__hover=”on”][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.21.0″ _module_preset=”default” height=”450px” custom_margin_tablet=”” custom_margin_phone=”||100px||false|false” custom_margin_last_edited=”on|phone” custom_padding=”||||false|false” global_colors_info=”{}”][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.20.2″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.18.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”http:\/\/ifp.ifpstage.com\/bd3stage\/wp-content\/uploads\/2023\/01\/repapering-technology.svg” alt=”Repapering Technology” title_text=”repapering-technology” align_tablet=”center” align_phone=”center” align_last_edited=”on|desktop” _builder_version=”4.21.0″ _module_preset=”default” width=”90%” hover_enabled=”0″ global_colors_info=”{}” width_last_edited=”on|phone” width_tablet=”65%” module_alignment=”center” sticky_enabled=”0″ custom_margin_last_edited=”on|phone” custom_margin_tablet=”-30px||||false|false” width_phone=”65%” custom_margin_phone=”-30px||||false|false”][\/et_pb_image][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.18.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” text_text_color=”#2A2B29″ text_font_size=”18px” text_line_height=”30px” header_2_text_color=”#798988″ header_2_font_size=”16px” header_4_font=”Lato|||on|||||” custom_margin=”82px||21px||false|false” custom_margin_tablet=”24px||0px||false|false” custom_margin_phone=”24px||0px||false|false” custom_margin_last_edited=”on|tablet” text_line_height_tablet=”26px” text_line_height_phone=”26px” text_line_height_last_edited=”on|desktop” header_2_text_color_tablet=”#798988″ header_2_text_color_phone=”#798988″ header_2_text_color_last_edited=”on|desktop” header_3_font_size_tablet=”30px” header_3_font_size_phone=”30px” header_3_font_size_last_edited=”on|tablet” header_3_line_height_tablet=”36px” header_3_line_height_phone=”36px” header_3_line_height_last_edited=”on|desktop” global_colors_info=”{}” header_2_text_color__hover_enabled=”on|desktop” header_2_text_color__hover=”#798988″]<\/p>\n

TECHNOLOGY<\/h2>\n

Repapering made simple<\/h3>\n

We offer transitioning financial professionals access to multiple repapering technologies, <\/span>allowing for electronic signature and optimized account opening.<\/span><\/p>\n

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Frequently Asked Questions<\/h3>\n

[\/et_pb_text][et_pb_accordion _builder_version=”4.20.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_accordion_item title=”How long does the transition to IFP typically take?” open=”on” open_toggle_text_color=”#2A2B29″ _builder_version=”4.20.0″ _module_preset=”default” border_radii=”off|1px|||” border_color_top=”#F8F8F9″ global_colors_info=”{}” toggle_level=”h4″ toggle_font=”|700|||||||”]<\/p>\n

Our official transit<\/span>i<\/span>on period is 90 days upon registering wi<\/span>th<\/span> our firm<\/span>, however, <\/span>most <\/span>financial professionals<\/span> move the bulk of their business well before 90 days. <\/span><\/p>\n

[\/et_pb_accordion_item][et_pb_accordion_item title=”Do I get a dedicated liaison?” open_toggle_text_color=”#2A2B29″ _builder_version=”4.20.0″ _module_preset=”default” global_colors_info=”{}” toggle_text_color=”#2A2B29″ toggle_level=”h4″ toggle_font=”|700|||||||” open=”off”]<\/p>\n

Every <\/span>financial professional who transitions to IFP is paired with a dedicated liaison who acts as the advisor\u2019s point person for any all questions, issues, and needs throughout the transition<\/span> process<\/span>.<\/span><\/p>\n

[\/et_pb_accordion_item][et_pb_accordion_item title=”Does IFP offer transition dollars?” open_toggle_text_color=”#2A2B29″ _builder_version=”4.20.0″ _module_preset=”default” global_colors_info=”{}” toggle_text_color=”#2A2B29″ toggle_level=”h4″ toggle_font=”|700|||||||” open=”off”]<\/p>\n

We put together custom transition packages for each advisor based on his or her needs. You can work with our recruiter to see what is available to you.<\/span><\/p>\n

[\/et_pb_accordion_item][\/et_pb_accordion][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"

TRANSITIONS Here when you’re ready to make the switch We understand that moving firms can be daunting, but rest assured, our team is here to help you every step of the way.CONCIERGE SERVICE One point of contact from beginning to end From the moment you join, you’ll be assigned a dedicated team member to assist […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","_mi_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"class_list":["post-38","page","type-page","status-publish","hentry"],"yoast_head":"\nTransitions - Independent Financial Partners<\/title>\n<meta name=\"description\" content=\"Transition your financial advisory practice with ease. 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