Transitioning Clients and the Retirement Exit Decision

by Christine Timms

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"