Changing your broker-dealer affiliation can be a defining moment for your business, and ultimately, for your clients. For many financial professionals, the question of how to successfully retain their clients when moving to a new firm is a big consideration. The Lincoln Financial Network Advisor Business Transition team helps financial professionals navigate these complex waters and has developed 5 steps to help ensure a smooth transition and retain clients when switching firms.
Consider some of the most common questions you may receive from your clients once they know you’re changing affiliations - download to learn more.
With multiple affiliation options, access to an expansive open-architecture platform, resources for growth, strength, and an exceptional culture, you can have a bigger effect on your business and your clients. If you’re ready to make the leap, find out more about Lincoln Financial Network.
