As an advisor, you’ve weighed your options and have made the decision to go independent. You’re excited, but also anxious – the transition process can be complex, and you’ve heard that the process can be filled with risk and sensitivity. You’ve got questions – how do I plan my move? How can I minimize client churn? What’s the best way to communicate to clients? What about all of the paperwork? What’s the best way to resign?
In this interactive 1-hour session, you will learn: