Commonwealth Financial Network

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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