Transition

Personal and paperless

Transitioning to a new broker/dealer is a big commitment, and one of the most important decisions you’ll make for you and your clients. From the moment you decide to join the Girard family, we’ll provide you with unparalleled support. From your customized transition process to technology trainings conducted by the same Home Office team that will be processing your business on a daily bases, you’ll have personal guidance that will make your move to Girard as seamless as possible. A transition process can be both hectic and exciting, but you’ll know you made the right decision every step of the way.

The Personal ExperienceBTN_PaperlessBTN_Transition