Description
Client transitions happen for a number of reasons, including freeing up capacity for growth or setting up newer advisors for success, rather than the retirement of the transitioning advisor. Navigating the transition of clients from one advisor to another is a delicate process that requires careful planning, clear communication, and a client-first approach. This panel will bring together the transitioning advisor and successor advisors to share their experiences, best practices and strategies for ensuring a seamless and positive transition.
Learning Objectives
• Establishing trust and continuity with clients
• Develop communication strategies throughout advisor transition
• Effectively manage expectations and address client concerns