Transfer The Trust
Includes comprehensive communication timing plan taking into consideration all letters, emails, phone calls and website changes that will affect the clients’ perception of who is handling their wealth
Coaching
WHO I COACH
• Selling Advisor
• Buying Advisor
• Assistants with direct client contact
COACHING INCLUDES:
Gathering essential information about the nature of the seller’s client clusters and their relationship style with each client
Identifying personality and communication differences between the buyer and the seller
Authoring a specific strategic sequence of contacts over weeks, months, and years to protect the trust earned over long relationships
Role-playing with FAs and their support staff to make sure all are prepared to answer honestly and appropriately when clients express concerns or objections about the changing situation
What Clients Say
Includes comprehensive communication timing plan taking into consideration all letters, emails, phone calls and website changes that will affect the clients’ perception of who is handling their wealth
Ready to Transfer The Trust
& Keep Your Clients Happy?
Schedule a consultation today with Leo
Advisory firms lose control of hundreds of billions annually because advisors retire*