Effective Client Positioning
What to Say when Transitioning Firms
Considering a firm transition but worried about client impact? Learn the Sherpa's secret: effective client positioning for a smooth transition. This video explores how financial advisors can:
- Focus on Client Retention: Discover why a successful transition prioritizes a compelling client value proposition.
- Craft Clear Client Postioning: Develop a clear and specific message outlining the benefits of your move for each client.
- Evaluate Options Objectively: Utilize client-centric criteria to assess different firm options and their impact on your clients.
- Communicate Effectively: Learn how to articulate the advantages of your transition in a way that resonates with your clients.
This video is valuable for financial advisors contemplating a firm move and those seeking to strengthen client relationships.
Stream the entire podcast featuring Louis Diamond, President of Diamond Consultants - Financial Advisor Recruiters and Consultants, by clicking one of the links:
Spotify: paretosys.co/ao_sp
Apple: paretosys.co/ao_ap
Blubrry: paretosys.co/ao_bb
