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Hello!
Most financial professionals who decide to switch firms say they wish they had made the decision earlier. But that doesn't mean they find instant success in their new surroundings.
According to research conducted by Cerulli Associates, transitioning to a new firm may equate to a loss of approximately 19% of total clients. This loss results from poor planning and the lack of solid client relationships.
While there is nothing you can do to guarantee 100% of your clients will make a move with you, there are some actions you can take to help get close.
- Determine the order in which you would like to transition clients.
- Communicate with your clients so they aren't surprised by pending changes.
- Rely on help from your new firm's transition team to keep the process running smoothly.
Today, clients expect stellar service, and we are proud that PS&G Financial Partners offers incredible support to our financial professionals during a transition. That's why all new financial professionals work closely with our knowledgeable and reliable Operations team throughout the client transition period. We help you with the planning so you can continue to provide excellent service to your clients.
Contact us today if you are considering a change this year and would like to know more about aligning with the right partner to help your business thrive.
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