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Step-By-Step Process to Transition Your Clients to an Associate Advisor with Steve Sanduski and Amy Koenig
Manage episode 439174788 series 3559297
Innehåll tillhandahållet av Steve Sanduski. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Steve Sanduski eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
In a Nutshell: Steve and Amy Koenig, a financial advisor coach, are back for a deep dive on an issue every advisor will face at some point which is, how do you transition existing clients to another advisor and do it so the clients stay and there's no drop in service.
Sometimes there's a personality mismatch. Sometimes goals aren't aligned. Sometimes advisors need new challenges.
Or, as was the case for Heritage's Erin Scannell, sometimes an advisor has to clear the deck so that he can step into a leadership role and drive the vision for the company's growth.
Whatever the reason, there will be times when your firm needs to move clients from one advisor to another. And, on today's show, Steve and Amy detail the system they use to ensure a smooth transition and optimal results.
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