Transitioning clients to junior advisors is one of the hardest moves a growing practice can make — and most advisors get it wrong.

𝑯𝒆𝒓𝒆'𝒔 𝒆𝒙𝒂𝒄𝒕𝒍𝒚 𝒉𝒐𝒘 𝒕𝒐 𝒅𝒐 𝒊𝒕 𝒓𝒊𝒈𝒉𝒕.

𝐈𝐧 𝐭𝐡𝐢𝐬 𝐞𝐩𝐢𝐬𝐨𝐝𝐞:

• How to know when it's time to start handing off clients

• How to match clients to junior advisors by personality, not just assets

• How to use a client event to introduce a new advisor to a group all at once

• The team language to use from Day 1 that makes transitions feel natural

• How to structure junior advisor comp: salary + tiered asset bonuses

• How to handle the clients who flat out refuse to transition

𝐖𝐡𝐨 𝐭𝐡𝐢𝐬 𝐢𝐬 𝐟𝐨𝐫:

Solo advisors thinking about their first hire, and multi-advisor firms building a succession plan.

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