Episode breakdown:
0:34 – Why you shouldn’t call the biggest and best clients first
3:01 – Establishing clarity for a valuation
6:05 – Communicating the transition plan to a soon-to-be-retiring advisor
7:57 – Turning preparation and teamwork into success
10:43 – Ensuring that opinions match with facts
0:34 – Why you shouldn’t call the biggest and best clients first
3:01 – Establishing clarity for a valuation
6:05 – Communicating the transition plan to a soon-to-be-retiring advisor
7:57 – Turning preparation and teamwork into success
10:43 – Ensuring that opinions match with facts
