Janney’s transition system is one of the most unique offerings in the industry. Pairing our innovative platform with the expertise of our team, we give you a personalized plan and an all-digital process that facilitates every aspect of your transition to make it easier for clients to join you at Janney.
Advisors transitioning to Janney have seen:
- An average of 94% of target clients transitioning1
- The first 75% of AUM transitioned in just 31 business days on average2
- 110% of target AUM within 12 months of transitioning3
“When you meet the team at Janney who supports advisors during the transition process, it almost sounds too good to be true—the easy-to-use client onboarding platform, the dedicated transition manager, the focused local support that are “all-hands-on-deck” to help you. But that really is what you get.
Even my clients were shocked by how simple it was to transfer their accounts. Janney’s proprietary client onboarding platform was so impactful in making this transition easy, especially for my clients, where they could open their accounts here by simply clicking a button.
We were able to transition the first 75% of AUM in only 23 business days.
It’s one thing to be told about how supported you’ll be throughout the transition—it’s another thing to experience it. The support and technology that Janney has available made it easy for my clients, which let me get back to business as usual within a matter of day.”
Travis McCollum, EVP/Wealth Management, Financial Advisor | Charlotte, NC
Our highly experienced team is with you at every step to ensure a seamless transition for you and your clients. From pre-transition day preparations to post-transition integration support, we’re here to help you through the process, provide guidance and legal support, and set you up for success long-term.
Support From the Very Beginning
You’ll know exactly who to go to during the transition process. Your Advisor Transition Team, led by a Transition Manager and your single point of contact, will connect you to all the areas within Janney that will provide support during your transition. With the help of your transition team, you’ll have administrative and operational tasks completed before your first day at Janney and support ready to step in once you’re here.
Marketing and Client Communications Transition Consultant
Assuring your clients receive the right information, in a timely way, is a crucial part of the transition process. In addition, you need an array of materials ready to support your business from your first day at Janney and beyond. You’ll work with a dedicated Marketing Consultant during this time. Your Consultant will coordinate preparation and delivery of materials including:
- Customizable transition announcement package
- Website creation and social media account updates
- Additional materials to support your transition such as brochures, event materials, advertisements, client gifts, and more.
1 Advisors who joined Janney in 2023
2 Advisors who joined Janney in 2024
3 Advisors who joined Janney between 2021 - 2023
