How to transition long-standing clients to junior advisers

04/15/2013 | FPAnet.org/Practice Management Center blog

Transitioning smaller, long-standing clients to junior advisers is often necessary to avoid an excessive workload and to maximize efficiency. However, the process can be difficult emotionally for advisers, writes Joni Youngwirth of Commonwealth Financial Network. Senior advisers should recognize that their junior colleagues are as prepared to handle the older clients as they were at the same career stage, she writes.

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