You've made the decision to move your advisory practice to a new firm. How do you maximize your ability to move your book of business from Old Firm (OF) to New Firm (NF)?
Tom Walrond, North Atlantic regional director with Raymond James & Associates (and a very successful recruiter in his own right) says, "The key to a successful transition is to thoroughly plan and prepare for moving your practice. The amount of time you invest on the front end is directly correlated to the success of the transition."
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