ORLANDO, FLA. – Inheriting a retiring advisor's book of clients is a quick way for advisors to boost their business, even double it.

But don't underestimate the amount of work that goes into it, say advisors who have been through the process. It takes enormous patience and effort to get up to speed on so many new clients.

Register or login for access to this item and much more

All On Wall Street content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access