A guide to retaining and transitioning clients

Establishing your own independent financial advisory practice can be an exciting and rewarding decision. However, one of the critical challenges you may face if you are transitioning from another firm, is retaining your existing clients and successfully transitioning them to your new business. 

  • Starting your independent financial advisory practice presents an excellent opportunity for growth and increased client engagement.
  • By implementing a well-thought-out transition plan, maintaining open communication, emphasizing your expertise, leveraging personal relationships, and staying compliant, you can successfully retain and bring clients with you from your previous business. 
  • Client retention is key to the long-term success of your independent practice. This guide offers practical steps to help you navigate this process.
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