Client Retention Checklist for Breakaway Advisors
Download our free checklist for a transition that maximizes client retention.
You’ve put time and effort into cultivating great relationships with your clients. As you prepare to leave the wirehouse for independence, there are critical steps you should take before, during, and after your official join day. Learn more about:
- Mitigating risk when leaving your firm
- Announcing your departure to your clients
- Creating a seamless transition process for assets