Thousands of advisors have successfully transitioned their book of clients, and thousands more will successfully transition their clients in the future. But for a successful transition, we believe it is essential to enter the process with a proper mindset. It is a disservice to allow advisors to begin a transition thinking it will be easy. But with a proper plan in place to account for some of the inevitable complications, advisors on the other end of the transition can proudly say, “I should have done this sooner!"
Click the image above for the full article