Mariner Independent Transition Experience

Transition Experience
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Explore Your Roadmap to Success

You’re ready to join Mariner Independent…so what happens next? We know this is an exciting but potentially stressful time — which is why you’ll have a dedicated program manager guiding you through every step of our process. They’ll work by your side through onboarding, allowing you to spend more time doing what you do best, building client relationships and growing your business. They will also connect you with individual departments for in-depth training and introductions, preparing you for a successful start with us.

    Transition Process

    When joining Mariner, you will partner with a program manager to guide you through the entire onboarding process. You will be introduced to an experienced client transition team, who will get to know your client types and investment philosophy and collaborate with you to prepare a customized onboarding plan and tailored transition approach unique to your individual needs. During your onboarding, you will engage with Mariner teams across technology, marketing, compliance, operations, advisory solutions and advisor experience to ensure a well-rounded introduction to our organization. Additionally, you will receive training resources to ensure you have the best onboarding experience and are set up for success to thrive with Mariner.

      Transition Experience Steps/Timeline

      Discovery 1

      During the first phase, we get to know you and your types of clients, determine a target affiliation date and custodian, and develop a transition schedule.

      Transition Strategy 2

      Next, we’ll dive deeper into the transition strategy and process.

      Meet Support Teams 3

      You’ll meet with Mariner teams including marketing, technology and compliance to guide you through important transition tasks.

      Day 1 4

      Your official onboarding begins.

      Client Onboarding 5

      Our transition team will support you through the client onboarding process and provide additional training as necessary.

      Transition Complete 6

      Congratulations! You will now have access to an advisor experience team that will be a resource to you as you continue to grow.

      Interested in Learning More?

      Discover how advisors are accessing the benefits of Mariner. Schedule a time to talk. 

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      Join the Mariner Momentum

      At Mariner, we believe every advisor should have a team of advisors to support them. Whether you want to join our team as an advisor or prefer to maintain your independence, we’re here to support your growth.

      If our collaborative approach to wealth management aligns with how you want to accelerate your practice, fill out the form below. Our advisor talent team will be in touch soon to discuss how we can work together to support your success.