Top Tweets for #AdvisorTransition

about 18 hours ago

"Will my clients follow me?" The relationship is with you — not the logo on the statement. Retention isn't luck. It's a plan: compliant comms, your "why" first, an organized first 90 days. https://t.co/ZUTHq9e4rb #ClientRetention #AdvisorTransition #uptickrecruiting #MarcElia

UpTick Recruiting

@UpTickRecruit

1 day ago

Most advisors don't decide to stay. They just never get around to leaving. Every quarter you don't run the numbers, staying becomes a default instead of a choice. Run the comparison once. Then decide. https://t.co/2SKl7suP9w #AdvisorTransition #RIA #UpTickrecruiting #MarcElia

UpTickRecruit's tweet photo. Most advisors don't decide to stay. They just never get around to leaving.

Every quarter you don't run the numbers, staying becomes a default instead of a choice.

Run the comparison once. Then decide.

https://t.co/2SKl7suP9w

#AdvisorTransition #RIA #UpTickrecruiting #MarcElia https://t.co/UYoNjMj7IQ

180

Integrated Partners @Integrated4FAs

over 4 years ago

First #PerfectlyIntegrated of this year features @Skience's @marcbutler with @acketyack. Great conversation about making advisor transitions more efficient and how important that is. https://t.co/Fz7fxt0YjC #advisortransition

Truelytics @truelytics1

about 7 years ago

The most challenging aspect of performing a business #valuation often lies in properly considering how to address addbacks and adjustments. https://t.co/jM5aFptk1N #WealthManagement #FinancialAdvisors #AdvisorTransition

Top Tweets for #AdvisorTransition

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