Midwestern Securities Logo

300 E Washington St # 3
East Peoria, IL 61611

1-800-732-8601

Total Transitions

It’s Time to Make Your Move.

Some say change is never easy.
We disagree

Our Midwestern Securities Total Transitions team is focused on making your move to our platform as smooth as possible. We’ve taken our experience as financial advisors and built an efficient solution that overcomes the common objections to changing broker/dealers and registered investment advisory firms.

Call our team today to start your seamless transition to a true partner for your investment services division or independent wealth management firm.

Common Objections / Total Transitions Solutions

Objection: It takes a lot of time to learn a new system and paperwork.

Total Transitions Solution: Our team tackles much of the re-papering of accounts so you can stay focused on what’s most important to your business. We will provide you with a dedicated On-Site Transition Expert to help ease the learning curve, organize your files, assist you through client meetings, and be present to answer your questions for a smooth transition.

The support doesn’t stop there. We will assign you a dedicated Service Coordinator at our home office to provide ongoing guidance for all your account needs. Their proactive approach helps streamline day-to-day account management so you can stay focused on growing your business.

Objection: It takes a lot of time to learn a new system and paperwork.

Total Transitions Solution: Our team tackles much of the re-papering of accounts so you can stay focused on what’s most important to your business. We will provide you with a dedicated On-Site Transition Expert to help ease the learning curve, organize your files, assist you through client meetings, and be present to answer your questions for a smooth transition.

The support doesn’t stop there. We will assign you a dedicated Service Coordinator at our home office to provide ongoing guidance for all your account needs. Their proactive approach helps streamline day-to-day account management so you can stay focused on growing your business.

Objection: I’m concerned I will lose clients if I make a change.

Total Transitions Solution: Midwestern Securities’ proven system helps shorten the transition process. We will help you reach out to clients to let them know this is a change for the better and will be as hassle-free for them as possible. We will also give you a timeline to help you stay on top of what is happening. Our transparent program keeps you informed of where your clients are in the transition process, so no one gets lost in the shuffle.

Objection: This will take away from my prospecting time.

Total Transitions Solution: As a busy financial advisor, we understand that your time is best-served prospecting and meeting with clients. With the Midwestern Securities Total Transitions program, our team tackles much of the heavy lifting so you can stay focused on what’s most important.

With the bulk of the paperwork done for you, you will be able to sit down with your clients and spend the time uncovering other ways you can help them while growing your relationship. This additional contact with your current clients can actually give you more opportunities to expand your business through discovering additional assets and asking for referrals from your clients.