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Transition Help

Braxton Transition Help

Braxton Transition Help is a comprehensive program designed to help independent advisors succeed in their transition to independence — and beyond. Guided by an experienced and knowledgeable Braxton team, Braxton Transition Help can help you navigate your way through the critical areas to becoming an independent advisor, including Business Consultation Services, Marketing and Business Development, Technology and Back Office Support, International Tax Services and Asset Protection Solutions. All of which are supported by the services and power of Braxton. Whether you’re still considering your options for independence or ready to make the move now, we can help you every step of the way.

Business Consultation Services
When working with Braxton, you will have a dedicated Braxton associate help you determine the right business model for you and your clients. We’ll help you get up and running with access to third-party providers who have expertise in office setup, legal and compliance counsel, health insurance, human resources support, and more.

Technology and Back Office Support
Starting a business can be complex but with Braxton, it doesn’t have to be. We provide you with CRM tools to help you power your business.

Marketing and Business Development Support
Consult with Braxton marketing professionals and practice specialists to create your distinct brand. We can help you with tools to create direct mail, stationary, brochures, and advertisements. Fidelity-preferred third-party Web specialists are also available — at deep discounts — to design and develop your Web site.

For more information on how you can gain access to Fidelity Transition Help, please contact Braxton New Advisers.