All the time, effort, energy and money expended putting together an affiliation between the firms will be wasted if absolute measures are not taken to ensure client retention. A detailed transition plan is crucial because without a plan the parties are inviting failure or at the very least encouraging challenges that are not necessary.

There are several keys to client and staff retention. Keep in mind the acronym “TRACK” to assist you in developing your transition plan.

Transition Advisors makes available to its clients an extensive transition checklist, for firms of all sizes, ensuring a smooth transition. Should you wish to review this checklist please use the ASK THE ADVISORS link below to submit your request.

More information on transition: