How to start your breakaway firm with a full book of business.
| | Sponsor content from Orion Advisor Tech | |
| Sponsor content from Orion Advisor Tech |
| Hello Voornaam, If you’re considering breaking away from your firm and establishing your independence, it’s likely that your greatest fear is losing your current clients. In our ebook, you’ll learn some surprising facts about how clients really feel when their advisor leaves a firm, as well as four powerful strategies designed to help you bring as much of your current business with you on your breakaway journey as possible. Find out:
How the pandemic has transformed the breakaway landscape When to contact your current clients about your move (and when to follow up) Why technology is so critical for client retention And more. Download the ebook now. 2073-OAT-7/21/2021 | |
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