What to Say when Transitioning Firms

Considering a firm transition but worried about client impact? Learn the Sherpa's secret: effective client positioning for a smooth transition. This video explores how financial advisors can:

• Focus on Client Retention: Discover why a successful transition prioritizes a compelling client value proposition.
• Craft Clear Client Postioning: Develop a clear and specific message outlining the benefits of your move for each client.
• Evaluate Options Objectively: Utilize client-centric criteria to assess different firm options and their impact on your clients.
• Communicate Effectively: Learn how to articulate the advantages of your transition in a way that resonates with your clients.

This video is valuable for financial advisors contemplating a firm move and those seeking to strengthen client relationships.

Stream the entire podcast featuring Louis Diamond, President of Diamond Consultants - Financial Advisor Recruiters and Consultants, by clicking one of the links:

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Apple:  paretosys.co/ao_ap
Blubrry: paretosys.co/ao_bb