ValMark Securities provides a unique personalized, streamlined transition process that is customized to your individual style and business model. The process is expertly managed by specialists with a high drive for growth and who are committed to helping you raise your practice to the next level. Your transition is the beginning of a new phase of opportunity for your practice, one in which you will have greater independence and control over your business allowing your enterprise to grow and flourish.

The Keys to a Successful Launch

Our disciplined approach to your transition is the beginning of our long-term commitment to the successful development of your practice. This four-step model includes:

1. Collaborating with our experienced transition team

2. Creating a plan for transition and growth, tailored to your firm’s unique opportunities and strengths (The ValMark Resource Universe “R” Factor Process™)

3. Implementing your unique plan using an efficient transition process (The ValMark Transition Blueprint™)

4. Marshalling the appropriate ValMark experts and resources that will enable your firm to flourish (The ValMark Enterprise Launch System™)

1. Collaborate

Early in your ValMark experience, we work together with you to assess your unique strengths and opportunities using The ValMark Resource Universe “R” Factor Process™. From this assessment, we build a customized business growth approach, and, provide you with a customized Clear Expectations Letter™ outlining the promises we make to you.

2. Plan

From the day you decide to affiliate with us, you will work with an experienced team of transition specialists who have decades of experience and insight into the opportunities and challenges facing independent wealth advisory firms and who pride themselves in being “champions of change”. Your dedicated transition specialist will create a personalized transition implementation plan, The Customized Transition Blueprint™, with checkpoints and resources to help ensure your transition is as smooth as possible for you and your clients.

3. Implement

Your dedicated transition specialist will serve as a personal liaison to you and your key staff, guiding you through the important details of The Customized Transition Blueprint™ and coordinating action steps with timely, responsive assistance from each business area essential to making your transition a success.

4. Flourish

During your transition and as you grow your practice, ValMark proactively supports you with customized business advice; educational programs for you and your key staff on a wide range of timely business topics and best practices; and, most importantly, a vast universe of tools and processes designed to give your firm the competitive edge it needs to succeed in today’s high net worth marketplace.