The decision to change broker-dealers is one of the most important business decisions you will ever make. How easily you can transition your business is the first and most significant part of that decision. Multi-Financial understands how challenging this time can be. We have developed a streamlined process with a dedicated Transition Team that works with you every single step of the way, ensuring that your transition is smooth and as trouble-free as possible.

Our dedicated Transition Team consists of professionals from each of our Home Office departments necessary to making your transition a success: Registrations, Registered Investment Advisory Services, Technology Services, Compliance, Marketing and Operations, as well as an ING SmartWorks^SM expert. This will be your first of many opportunities to connect with our team in real one-on-one relationships, as we create a customized transition plan and timeline for you and arrange for personalized training to get you up to speed as quickly as possible.

The hands-on support you receive from the Transition Team is just the beginning in learning how these relationships can make doing business easier for you. You will also have a personal Transition Specialist, who will manage and monitor your transition, pulling in additional resources as needed. Our Transition Team and your Transition Specialist will work closely with you through every step of the process.

Change can be difficult but very rewarding. Let Multi-Financial's commitment and experience guide you through this process and help you reach your goals.

"It is our goal to make the transition process as seamless as possible so that you can focus on what is most important to you, your clients."

~ Amanda Tawney Business Development