Changing Firms — Will My Clients Will Come With Me?
One of the biggest concerns when advisors consider making a firm transition is “How many of my clients will come with me?”
Give the video a watch and ask yourself these nine questions. You’ll have a good understanding of what your transition will look like.
I hope this helps. Thanks for watching!
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Contact & connect with me:
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Corey Walen, Managing Partner
Bridgemark Strategies
