Planning & Process for Transition Success

Insights and tactics shared by Frank and Dale include:<br /><br />*Leveling up client interactions and solidifying relationships prior to making a move to increase the success and ease of transitioning your book of business.<br /><br />*Leveraging choppy markets to establish your thought leadership and industry expertise with clients.<br /><br />*The importance of treating you existing support team like clients and engaging them in the excitement of the transition process.<br /><br />*Communicating your transition with the right message,  the right way, and at the right time, not just with clients but also your personal support system of family and friends.<br /><br />*Why your own legal counsel is imperative to following the appropriate policies and procedures when making a move.<br /><br />Putting your clients and team at the forefront of your thought process when making a move isn’t just a good idea – it’s a non-negotiable to achieve a successful transition. Overcommunicating is fundamental. Use the lessons Frank and Dale share and start evaluating now where you need to implement the subtle shifts that will skyrocket your transition success when you are ready to make a move.