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The Transition Process
Our dedicated transition team will strive to ensure that you and your clients experience a smooth transition. Through thoughtful planning, training and communication we are here to support you every step of the way. And good news – much of the repapering process can now be automated!
Cambridge Acceptance
Whether you are with another broker-dealer or already an active recruit with Cambridge, we are open to having a meaningful conversation with you about joining the PJ Advisor Group team. Such an important decision takes time and careful planning.
Letter of Understanding
You staff will be introduced to a Transition Consultant who will guide you through a detailed, activity-based timeline. This one-on-one support will help you quickly and efficiently navigate registration and licensing, new technology platforms, compliance requirements, and more.
Onboarding
The majority of your client account repapering can be automated! By utilizing Docupace and eSign, your client accounts can begin transferring immediately after joining Cambridge. In addition, your Transition Consultant will provide you with the knowledge and tools to confidently prepare new business paperwork and service your client accounts.
Data Collection
for Clients
Whether you are with another broker-dealer or already an active recruit with Cambridge, we are open to having a meaningful conversation with you about joining the PJ Advisor Group team. Such an important decision takes time and careful planning.
Office Setup
Whether you are with another broker-dealer or already an active recruit with Cambridge, we are open to having a meaningful conversation with you about joining the PJ Advisor Group team. Such an important decision takes time and careful planning.
Move Over Client Accounts
You staff will be introduced to a Transition Consultant who will guide you through a detailed, activity-based timeline. This one-on-one support will help you quickly and efficiently navigate registration and licensing, new technology platforms, compliance requirements, and more.
Become Active with CIR
The majority of your client account repapering can be automated! By utilizing Docupace and eSign, your client accounts can begin transferring immediately after joining Cambridge. In addition, your Transition Consultant will provide you with the knowledge and tools to confidently prepare new business paperwork and service your client accounts.
Complete Training
Whether you are with another broker-dealer or already an active recruit with Cambridge, we are open to having a meaningful conversation with you about joining the PJ Advisor Group team. Such an important decision takes time and careful planning.
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