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 Retire.
| Topics | Part 1 |
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Ct Financial Press Transitioning clients and the retirement exit decision, paperback/christine timms
