Tag - Retain | First State Bank Nebraska

How Long To Retain The Selling Advisor After An Acquisition?

Posted on: June 27, 2022 by First State Bank Nebraska in Salt Creek

How Long To Retain The Selling Advisor After An Acquisition? The success of an acquisition is largely determined in the transition. Client retention is critical, and the biggest factor that impacts client retention is the seller’s role in introducing...

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Tags: acquisition, advisor, clients, Merger, Retain, Seller, transition