 "If you're not on a team, then I would certainly think about approaching someone because I guarantee you that they are thinking about ."Luis Garcia, Raymond James |
How to Successfully Inherit Another Advisor's Book
Andrew Welsch | Financial Planning, July 2015
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Summary: Inheriting a retiring advisor's book of clients is a quick way for advisors to boost their business, even double it. But don't underestimate the amount of work that goes into it, say advisors who have been through the process. It takes enormous patience and effort to get up to speed on so many new clients.
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