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How Long To Retain The Selling Advisor After An Acquisition?
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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Transitioning Clients During a Financial Practice Acquisition
Transitioning Clients During a Financial Practice Acquisition The value of any financial advising firm lies in its book of clients. It’s that value that serves as the basis of monetary worth during an acquisition. The projected return...
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Utilizing Existing Staff to Transition Clients During an Acquisition
Utilizing Existing Staff to Transition Clients During an Acquisition As we discussed in a previous blog post, “Strategies to Retain Clients After an Acquisition,” client retention is critical to not only ensuring the survival of the business...
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Preparing Your Practice For Acquisitions
Preparing Your Practice For Acquisitions The new year has advisors looking at their goals and setting lofty expectations for their practice in the coming months. Often these include goals around client acquisition and revenue generation. One target...
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Transitioning Clients During the Pandemic
Transitioning Clients During the Pandemic Transitioning clients and minimizing attrition is critical to a successful acquisition. Usually this entails several in-person meetings to introduce new clients to the advisor and his or her team. But the pandemic...
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