"Here's Why We're Moving"

Thinking about leaving your current firm? Learn how to navigate the transition with effective client communication. Duncan and Louis explore key messaging strategies for financial advisors, including:

• Acknowledge Your Current Environment: Show appreciation for your previous firm while emphasizing the need to evolve.
• Focus on Client Needs: Clearly explain how the move benefits your clients' growing complexity and evolving needs.
• Transparency & Proactiveness: Address potential client concerns by explaining the reason for confidentiality and the thoughtful planning behind your decision.
• Highlight Advantages: Clearly outline 3-5 key benefits of the new environment for your clients.
• Avoid Negativity: Focus on the positive aspects of the move, avoiding comparisons or negativity towards your previous firm.

This video is valuable for financial advisors considering a transition and seeking to maintain strong client relationships. Stream the entire podcast featuring Louis Diamond, President of Diamond Consultants, by clicking one of the links below:

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