Making the Move

We believe that SagePoint is a very special place to build your practice, impact the lives of clients, and retire successfully after years of helping others reach their financial goals. If you would like to pursue joining us, then we’d like to have a no-obligation conversation in confidence.

If you’ve already reviewed all of the facts, however, and have decided to join the over 1,500 financial advisors that call SagePoint home, we will do everything possible to ensure a seamless transition.

Throughout the years, we’ve helped thousands of advisors like you successfully make this all-important change and, although it requires careful attention, it is easily accomplished. We are vigilant about getting you up to speed as quickly as possible with the least amount of disruption to both your clients and your office.

To begin with, you’ll have the services of a team of transition professionals, including a dedicated transition liaison. These experts will work closely with you to thoroughly plan your transition process according to your unique requirements and needs and then will guide you through it every step of the way.

Four Easy Steps

Through our exclusive approach to onboarding, the experience is neither daunting nor time-consuming. In just four steps, you can easily transition your practice into SagePoint. In short, the process is as easy as this:

Step 1: Talk After some introductory conversations, we will start gathering information to make for a smooth transition. Our team will get to know your business and, through our online pre-registration forms, will determine how best to supervise and transition your business.

Step 2: Track Together we will create a customized game plan for your transition, give you a link for forms and registration, and provide you with dedicated assistance.

Step 3: Transition Our transition team will help move your book of business while providing training on key website tools and systems. Based on your GDC level, a liaison will also simultaneously submit your advertising pieces for initial review and input.

Step 4: Takeoff! In the final stage, our transition team reviews any outstanding issues and accounts not yet transferred. You will then be introduced to our service group that will be available for ongoing support and assistance.


Join a SagePoint OSJ

SagePoint offers a wide range of affiliation options including the opportunity to join one of our existing offices. These are located from coast to coast and feature unique cultures and strengths—one of which might be an ideal fit for you. Here is a map of where each SagePoint-affiliated office is located, a brief snapshot about the firm, and a description of how you can explore being part of their team. Feel free to contact us at any time if you have additional questions about becoming a part of a SagePoint office or click the link associated with any individual firm from the map.

 

Feel Free to Express Yourself

Making a move is a big change. By providing us with a little information about you and your background, we can propose solutions customized for your situation. Please complete and submit the form below and we will be in touch very soon.

 

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