Client Advisor or Advisory Team Transition Checklist or Workflow

3 votes

Transitions of financial advisors happen often and having a checklist or workflow to guide advisors to transition client relationships from one advisor to the next would be very helpful.
What are tasks, deliverables, processes that can reinforce the transfer of trust from one advisor to the next.

Under consideration Suggested by: Jorge Padilla Upvoted: 10 May Comments: 0

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