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
Send me my free copy of the Client Retention Checklist for Breakaway Advisors.
This material is for educational purposes only and is not intended to provide specific advice.