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NAVIGATING A MOVE WITH CLIENTS – WHAT YOU CAN AND CAN’T TELL THEM

by 3xEquity
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Featured Podcast, Podcast
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3xEquity Podcast
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Officially deciding that you’re going to make a move is an exciting time for an
advisor looking to take their business to the next level. With such big news, we
know how enticing it can be to share it with everyone and anyone, especially if
the move was a long time coming. Equally, many advisors also have anxiety over
the number of clients that will make the big move with them. While the urge to
share the news can be hard to bottle up, it’s one you have to fight or risk
derailing the transition altogether.

When looking to make a move, it’s natural for advisors to wonder, or even worry,
about whether or not their client will make the move with them. After all,
they’ve worked so hard to earn their trust and build a strong relationship and
want to see it continue even after the move. But reaching out to try and gauge
what they would do if the advisor chooses to move can be one of the worst things
a transitioning advisor can do.

Whether the firm you’re leaving is a part of the broker protocol or not, it’s a
good rule of thumb to keep the move to yourself and try not to drop any hints to
your current clients. Avoid discussing any specifics around a move or potential
move, keep the move date under wraps and never ask a client if they will follow
you – even hypothetically. It’s also very important for an advisor to know what
information they can and cannot take with them when they leave as they begin to
form a communication strategy after the move is complete.

Enter the Transition Specialist.


LISTEN TO ADDTIONAL EPISODES

Visit 3xequity.com for more information and to request your transition offers
right now.



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