Behind the scenes, they’ve been called ‘the dog and pony show,’ in addition to being called the VIP meeting they actually are. The home office visit is oftentimes the clincher that pulls an adviser seriously considering a move over the finish line.

These affairs often last a full day, sometimes involve traveling long distances and are the culmination of months of planning and courting. The percentage of closing someone from a home office visit has been said in closed circles to be as high as 70% at some firms.

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