Make Sure You Bring All of your Clients - When Moving Firms

Financial Advisor Transition: Shielding Clients from Old Firm Tactics

Thinking of moving firms but worried about your clients? In this video, Duncan and Louis equip you with strategies to protect your clients during the transition. Discover how to:

• Prepare Clients for Pushback: Anticipate aggressive tactics your former firm might use to retain assets.
• Communicate Openly: Inform clients of potential attempts to discredit you or your new firm.
• Focus on Client Benefits: Maintain a client-centric approach, highlighting the advantages of the move for their financial well-being.
• Maintain Transparency: Address legalities surrounding client ownership and emphasize your commitment to their success.

This video is essential for financial advisors considering a transition who want to prioritize client protection.

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

Apple Podcasts: paretosys.co/ao_ap 
Spotify: paretosys.co/ao_sp
Find Your Channel: paretosys.co/ao_bb