Behind The Breakaway

Episode 1 - Will My Clients Follow Me?


Listen Later

In this episode, we answer the biggest question every advisor has when thinking about leaving their current firm, "Will My Clients Follow Me?".  Listen as we talk about our own experience in transitioning clients and what you should expect with your business!  For more information about Uptick Partners and how we can help you in your breakaway journey learn more about the RIA world, visit us at UptickPartners.com.

Visit Our Website

Legal Disclosures

 

...more
View all episodesView all episodes
Download on the App Store

Behind The BreakawayBy Uptick Partners

  • 5
  • 5
  • 5
  • 5
  • 5

5

4 ratings