Skip to main content

A Smooth Transition Process

When you choose to join Cambridge, you will immediately experience our core value of flexibility with our customized transition plans, including Transition Express designed to assist in training our newest advisors and administrative staff.

Our Transition Team serves as your primary point of contact during the transition process, serving as a liaison between you and Cambridge home office departments. As the process evolves, you will be gradually introduced to the rest of the Cambridge family. Our experienced Transition Consultants are dedicated to providing you with a seamless and straightforward transition, allowing you to continue providing your clients with the outstanding service they deserve.