When you’re thinking about making a move to a new firm, there’s always a lingering question:
“Will my clients come with me?”
You think they will, but there’s no way to know for sure.
In this episode, Brendan Frazier shares a practical four step framework to help Financial Advisors confidently communicate a firm transition while maximizing client retention.
You’ll Learn:
- Why client attrition is as much emotional as it is financial
- How to communicate a firm transition so clients are retained and trust is protected
- The 5C Framework for communicating a firm transition with confidence
If you want to improve your prospecting, communication, and client relationships, subscribe to the Wired Advisor newsletter packed with behavioral-backed resources to help you grow your business and enhance your clients’ lives → Click Here
Additional Resource:
Downloadable PDF: The 5C Framework
Connect with Brendan Frazier: