Breaking away from the wirehouse presents exciting opportunities for both you and your clients. But how do you ensure that you’re bringing as many of them with you as possible?
We’ve developed a checklist to help you maximize client retention as you open the doors to your new firm.
You’ll learn:
Techniques for prioritizing the growth of your business while maintaining top-notch client service
Tips for articulating your fresh vision with clarity and impact
Approaches that optimize client retention for lasting success