Step-By-Step Process to Transition Your Clients to an Associate Advisor with Steve Sanduski and Amy Koenig

Between Now and Success

In a Nutshell: Steve and Amy Koenig, a financial advisor coach, are back for a deep dive on an issue every advisor will face at some point which is, how do you transition existing clients to another advisor and do it so the clients stay and there's no drop in service.

Sometimes there's a personality mismatch. Sometimes goals aren't aligned. Sometimes advisors need new challenges.

Or, as was the case for Heritage's Erin Scannell, sometimes an advisor has to clear the deck so that he can step into a leadership role and drive the vision for the company's growth.

Whatever the reason, there will be times when your firm needs to move clients from one advisor to another. And, on today's show, Steve and Amy detail the system they use to ensure a smooth transition and optimal results.