Transitioning your practice from one advisory platform to another can be an efficient, well- thought-out project — or a complete disaster. For the most part, it’s in your hands whether or not the process is painful.
When I transitioned my financial advisory practice to a new firm nearly 16 years ago, the stock market was in turmoil following the burst of the dot-com bubble. My clients were not only dealing with tumbling markets, but had to adjust to working with an adviser in a new setting. I learned quite a bit about transitioning from that experience.
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