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BROKER–DEALERS: 1,000 Advisors or More Transition Support
PRUDENTIAL FINANCIAL
The Transition and Onboarding Solutions function at Prudential drove a new Advisor transitions initiative that merges best advisor onboarding practices, using the expertise of dedicated professionals and recently, technology, to help advisors joining Prudential successfully onboard their practice and their clients easily. The initiative ensures new advisors have a best-in-class onboarding experience, fully supporting the home office and their branch. Dedicated Relationship Managers Transition and Transformation Program
offer support from the moment a new advisor signs an offer letter, becoming the connection point for all home-office support including licensing, training and essential onboarding items, but most importantly, outreach to advisors’ clients to facilitate the transfer of assets. In partnership with internal technology partners, they completed an 18-month project leveraging automation– eliminating manual-based processes and streamlining client data management.
Prudential Financial was founded on the belief that financial security should be within reach for everyone, and for over 140 years, we have helped our customers reach their potential and tackle life’s challenges for now and future generations to come. With operations in the United States, Asia, Europe and Latin America, we are known for delivering on our promises to our customers, and are recognized as a trusted brand and one of the world’s most admired companies. We also have one of the most recognized and trusted brand symbols: The Rock®, an icon of strength, stability, expertise and innovation. We measure our long-term success on our ability to deliver value for shareholders, meet customer needs, and attract and develop the best talent in our industry. We offer an inclusive work environment where employees can develop to their full potential, and give back to the communities where we live and work.
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*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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