Transitioning Clients and the Retirement Exit Decision
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The need to transition clients from one advisor to another advisor can be triggered by many different circumstances. An advisor will make group referrals to a successor advisor when they are retiring, reducing their clientele or changing their business model. This handbook contains three interrelated topics: Part 1. Seeking Group Referrals from Another Advisor Part 2. Transitioning Your Clientele...
Format:Paperback
Language:English
ISBN:1777314542
ISBN13:9781777314545
Release Date:December 2020
Publisher:CT Financial Press
Length:152 Pages
Weight:0.47 lbs.
Dimensions:0.3" x 6.0" x 9.0"
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