Seamless Transition to Myrias Financial
Our expert transition team handles every detail, ensuring a smooth transfer of your business so you can focus on what matters most—your clients.
With Myrias Financial
Your Transition is Simple
At Myrias Financial, we make the transition process stress-free by providing a dedicated team to guide you every step of the way. From managing regulatory requirements to transferring your accounts, we ensure your focus remains on your clients while we handle the complexities. With personalized training and one-on-one sessions, you’ll have everything you need to succeed as you transition your business.
Expert Support and Training Throughout Your Transition
Transitioning your book of business can be complex, but with Myrias Financial and Osaic Institutions, you have access to a comprehensive support system. Our dedicated transition team works closely with you and your staff to ensure every detail is taken care of, including managing regulatory requirements and transferring securities registrations. You’ll also receive personalized training through one-on-one sessions and conference calls, allowing you to focus on maintaining your client relationships during the transition.
Personalized transition support from a dedicated team
Training sessions with Myrias Financial, Osaic Institutions, and key departments
Seamless transfer of securities registrations and insurance appointments
Orientation and Continued Resources for Your Success
Once your transition is underway, you’ll have the opportunity to attend a comprehensive Rep Orientation class. This ensures you’re familiar with all the resources and tools at your disposal as part of the Myrias Financial and Osaic Institutions network. Our goal is to make your transition as smooth as possible and set you up for long-term success with the knowledge and capabilities to grow your business.
Rep Orientation class to familiarize you with our resources
Ongoing support for continued growth and success
Transitioning to Myrias Financial is more than a transfer—it’s a partnership built on support, guidance, and success.