Tax Facts

Seven Steps to Keeping a Client Whose Advisor Has Left the Firm

By Bryce Sanders

January 2022

If you work at a large firm, you’ve seen it before. An established producer leaves. Although they might be retiring, the departure is often because they’ve joined a competitor. Sometimes it’s a newer advisor who didn’t hit their numbers. To ensure continuous coverage of the clients affected, their accounts are reassigned within the office immediately — well,most of the time. What next?

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