The Complete Advisor

Transitioning clients to junior advisors is one of the hardest moves a growing practice can make — and most advisors get it wrong. 𝑯𝒆𝒓𝒆'𝒔 𝒆𝒙𝒂𝒄𝒕𝒍𝒚 𝒉𝒐𝒘 𝒕𝒐 𝒅𝒐 𝒊𝒕 𝒓𝒊𝒈𝒉𝒕.𝐈𝐧 𝐭𝐡𝐢𝐬 𝐞𝐩𝐢𝐬𝐨𝐝𝐞:How to know when it's time to start handing off clientsHow to match clients to junior advisors by personality, not just assetsHow to use a client event to introduce a new advisor to a group all at onceThe team language to use from Day 1 that makes transitions feel naturalHow to structure junior advisor comp: salary + tiered asset bonusesHow to handle the clients who flat out refuse to transition𝐖𝐡𝐨 𝐭𝐡𝐢𝐬 𝐢𝐬 𝐟𝐨𝐫:Solo advisors thinking about their first hire, and multi-advisor firms building a succession plan.🔔 Subscribe for new episodes every week👇 Drop a question in the comments#FinancialAdvisor #AdvisorGrowth #PracticeManagement #WealthManagement #FinancialAdvisorPodcast