Webinar Invitation: Advisor Flight Plan
Making a Smooth Transition Between Firms
A strategic roadmap for advisors preparing to move from one firm to another. In this public webinar, Duncan MacPherson outlines how to protect relationships, communicate your value, and execute a seamless transition that strengthens client trust rather than disrupts it.
Changing firms doesn't have to create uncertainty. When handled with the right structure and messaging, a transition can actually reinforce credibility, deepen loyalty, and position your business for stronger long-term growth. This session walks through the planning, communication, and execution required to move confidently while maintaining professionalism at every step.
Key Takeaways:
- Best practices for preparing clients and staff during a transition
- Communication strategies that reinforce professionalism and minimize client attrition
- How to turn a firm change into a brand-building and growth-accelerating opportunity
Busy at that time? No problem, all recordings and materials will be available for Turnkey Advisor Members.
Tuesday, April 7th, 2026
4:10 PM ET | 1:10 PM PT
Click to Register
