152: The 4-Step Playbook to Retain Your Clients During a Firm Transition
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152: The 4-Step Playbook to Retain Your Clients During a Firm Transition
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When you’re thinking about making a move to a new firm, there’s always a lingering question:
“Will my clients come with me?”
You think they will, but there’s no way to know for sure.
In this episode, Brendan Frazier shares a practical four step framework to help Financial Advisors confidently communicate a firm transition while maximizing client retention.
You’ll Learn:
- Why client attrition is as much emotional as it is financial
- How to communicate a firm transition so clients are retained and trust is protected
- The 5C Framework for communicating a firm transition with confidence
Additional Resources & Links:
Downloadable PDF: The 5C Framework
Learn More About RFG: www.rfgadvisory.com
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