Summary: Transitioning your practice from one advisory platform to another can be an efficient, well- thought-out project — or a complete disaster. For the most part, it’s in your hands whether or not the process is painful.
 Remember, investors want continuity. Anytime a client begins working with a new adviser, they’re starting a relationship from scratch. Be sure to emphasize the benefits of the new platform and remind clients that no other adviser knows their personality, risk tolerance, family situation and goals better than you."Daniel Schwamb, senior vice president of business development, Kestra Financial |
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