Rainmaker Multiplier On-Demand

Rainmaker Multiplier On-Demand


Multiply Your Time by Successfully Transitioning Client Relationships to an Associate Advisor

August 15, 2019

Have you come to the realization that there aren't enough hours in the day to not only maintain your current client base but continue to grow it? Host Mary Sterk and guest Bryan Bibbo discuss how you can multiply your time by transitioning client relationships to an associate advisor. You'll learn about the pros and cons of transitioning accounts, the joint client review transition and the do's and don'ts of transitioning a client to an advisor.