Latest / Advisor Talk with Frank LaRosa
Planning & Process for Transition Success
Insights and tactics shared by Frank and Dale include:
*Leveling up client interactions and solidifying relationships prior to making a move to increase the success and ease of transitioning your book of business.
*Leveraging choppy markets to establish your thought leadership and industry expertise with clients.
*The importance of treating you existing support team like clients and engaging them in the excitement of the transition process.
*Communicating your transition with the right message, the right way, and at the right time, not just with clients but also your personal support system…
The skinny
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