--- title: Janney Transition Guide description: "Complete our form to get the downloadable guide: How to Retain Clients When Changing Firms." --- [![Janney logo](https://join.janney.com/hs-fs/hubfs/Janney-Logo-primary-horizontal-color%20.png?width=245&height=89&name=Janney-Logo-primary-horizontal-color%20.png "Janney logo")](https://www.janney.com/) [Get In Touch](https://join.janney.com/transition#contact_us_form)   Not a Financial Advisor? [Click here](https://www.janney.com/) ![Document icon](https://join.janney.com/hs-fs/hubfs/Group%2045@2x.png?width=47&height=61&name=Group%2045@2x.png "Document icon") # Downloadable Guide: How to Retain Clients When Changing Firms #### What’s one of the most common concerns of advisors when they move to a new wealth management firm? It’s retaining clients in the process. We pulled together the best practices of advisors who have successfully transitioned to Janney and retained an average of 94% of their target clients during the process.1 Get the guide to understand the steps to take before and after your move, including: - #### What to know about client information—what you can and can’t take with you - #### The value of effective client segmentation to help ensure your target clients are identified - #### How to develop a timeline and realistic expectations around the process - #### How Janney’s proprietary digital platform and dedicated transition team can help you move to Janney with less disruption to your business and more confidence for your clients #### Complete the form to receive the guide. #### Interested in making the move to Janney? [Contact us](mailto:advisorrecruiting@janney.com) and someone will get in touch. 1 Advisors who joined Janney in 2023 2 Advisors who joined Janney in 2023 3 Advisors who joined Janney in 2024 4 Advisors who joined Janney between 2021-2023 To learn about the professional background, business practices, and conduct of FINRA member firms or their financial professionals, visit FINRA’s BrokerCheck website: [http://brokercheck.finra.org/](http://brokercheck.finra.org/) --- [![Janney logo](https://join.janney.com/hs-fs/hubfs/Janney-Logo-primary-horizontal-color%20.png?width=245&height=89&name=Janney-Logo-primary-horizontal-color%20.png "Janney logo")](https://www.janney.com/) Janney Montgomery Scott LLC | Member: FINRA, NYSE, SIPC  - [CA Privacy Rights](https://www.janney.com/docs/default-source/careers/janney-employee-notice-of-collection-for-ca-employees-contractors-and-job-applicants.pdf) - [Privacy Policy](https://www.janney.com/wealth-management/disclosures-agreements/account-protection-privacy/privacy-policy) - [Cookie Policy](https://www.janney.com/wealth-management/disclosures-agreements/account-protection-privacy/cookie-policy) ![](https://secure.adnxs.com/px?id=1928286&t=2) Retargeting: ![](https://ib.adnxs.com/seg?add=40954529)