Latest / Advisor Talk with Frank LaRosa
Greatest Hits: Inside the Transition - What Really Happens When Advisors Move
Key Highlights:
-How long it really takes to prepare and execute a successful move.
-What you can - and can't - say to clients during a transition.
-The emotional cost of waiting too long to leave.
-Why your assistant should be part of the due diligence process.
-Using the transition conversation to grow your book of business.
-Legal tips for navigating non-protocol firms.
-The value of having a transition project manager on your team.
Whether you're planning a move next month or just starting to consider your options, this episode provides actionable insights and firsthand advice from…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.