At the MetLife Premier Client Group, your transition is our priority. By dedicating resources and support to minimize the stress of joining a new firm, we give our incoming advisors the ability to focus on clients and continue growing their practices from day one, rather than getting tied up with time-consuming paperwork. Most importantly, we give our advisors peace of mind throughout the entire process.
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What Makes our Approach Unique?
We take the time to get to know each advisor and his/her business. We understand that every advisor — and every practice — is different, and for that reason there can be no one-size-fits-all approach to transitioning. With that in mind, our onboarding team takes the time to learn everything about you, your market, and your business model to gain a holistic understanding of your practice. From there, we’ll begin allocating the transition support and resources that best match your needs.
We create personalized transition plans. Once we have a full understanding of your practice, we’ll design a custom transition plan that’s unique to you. This plan — which will include everything from licensing and registration appointments (or transferring current licenses) to information about mapping accounts — is intended to minimize any disruption to your business, and ensure that your transition to the MetLife Premier Client Group is as smooth as possible.
We support you throughout your entire first year, every step of the way. To ensure your transition stays smooth and that you thrive at the MetLife Premier Client Group, we’ll continue to provide resources to aid your transition. From periodic meetings with your transition consultant to a custom marketing and training plan, you’ll have everything you need to attract new clients and take your practice to the next level.