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Author
Language
English
Description
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 to Your Successor
Part 3. The Retirement Exit Decision
The...
Author
Language
English
Description
Building and nurturing a team will allow an advisor to expand services to existing clients and pursue more clients resulting in a bigger and happier clientele.
Over her 33-year career as a financial advisor, Christine's team grew from sharing an assistant with 3 other advisors to a team of 6.5 plus herself. She believes her practice would have plateaued at about 20% of her final practice (revenue and assets under management) if she had been unwilling...
Author
Language
English
Description
Develop and Articulate Your Unique Business Model
Financial advisors in all stages of their careers can benefit from a well-defined business model... even those about to retire.
An advisor's deeper understanding of their own practice and who it serves best, will lead to sustainable relationships in a win-win business model. This book provides a checklist process to quickly articulate, develop and/or analyze an advisor's unique business/service...
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