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.