Smooth Move

NEXT Financial Group is committed to giving you superior transition support. Our goal is to decrease paperwork, downtime, and any lost revenue – we are with you every step of the way as you embark on this exciting new opportunity.

We streamline your evolution by providing you with a dedicated transitions specialist and the advanced planning needed to smooth your transition, maintain communication with your clients and sustain revenue.

Our transition team helps simplify the process and paperwork required to transition your book of business. We provide tailored transition and operations support before, during and after your transition by creating a one-stop-shop for questions and answers as we work to acclimate new representatives with the home office.

Enjoy world-class support that begins with a seamless transition and continues until you are fully acclimated to our back office systems. From registration to licensing with variable carriers to account transfers, we are dedicated to providing elite support, guidance and leadership to help you achieve your Vision.

Your First Step

A successful transition to an independent broker/dealer can be the result of preparation, experience and developing personal connections. It is merely the beginning of our team striving to create a long and prosperous relationship, and exemplifies our commitment to your excellence.

Visit JoinNEXT.com and experience a culture that builds upon the collective ideas of others who share your same values. You have a voice. You have the power to execute your vision.