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Empowering Effective Client Transition


Description
Once a firm has identified a successor, that’s when the real work begins. As a growth
professional, you play an important role in helping your firm address client transition. We
will introduce how to support a firm through client transition, including communications
surrounding the transition and internal client transfer among key relationship providers
and expectations for growth during a transition.
Learning Objectives
• Understand the impact of a transition in terms of time and the financial impact
• Learn some of the emotional barriers/roadblocks in transition
• Determine when, how, and what to communicate about the transition
Content
  • Empowering Effective Client Transitions Handout.pdf
  • Communication Script.pdf
  • Survey
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever