Transitioning

transitioning

When you join H. Beck, our highly personalized, step-by-step guidance will ensure that your transition is a smooth one. Our Transition Coordinator will become your key point of contact, interacting with all the relevant departments at the home office to keep your transition on track – from the day you start transitioning until you are fully on board and feeling comfortable.

Our Transition Process

The onboarding process begins with an in-depth discussion with the Transition Coordinator about the nature of your practice. Based on your unique circumstances, together we will devise a plan that best meets the needs of your business.

Our Assurance to You

When you join HBI, you have our assurance that you will be supported by people dedicated to making your transition an easy one, and doing all we can do to ensure this transition will be the last one you ever make.

“We knew we wanted a smaller broker-dealer. It was the people, ultimately, who made the difference – everyone we worked with and met along the way. We've had great access to whoever we've needed to get in touch with.”

– Matt B., Maryland

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