 Don’t let this interruption deter you. A thoughtful, well-calculated transition will likely yield benefits that endure for years!”Kathleen Asack, Principal, AmplifyRIA |
Top 10 Tips to a Bulletproof Transition
Kathleen Asack | IRIS, February 2015
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Summary: As a Financial Advisor and a steward of your firm’s future, you may be contemplating changing firms and moving your business because it’s in the best interest of all relevant stakeholders.
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