8 Steps to Client Retention for Breakaway Advisors

Bring Your Clients Along on Your Journey to Independence.

There’s a lot to plan when starting your own firm, including how you’ll communicate with and carry over your clients.

Download our checklist to learn:

How to focus on growing your new firm without sacrificing the client experience
Ways to effectively communicate your new vision
Strategies that maximize client retention

These eight steps will help guide your client interactions before, during, and after transition.

Send me the checklist.

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