Open Here This is a sample starter document for creating client instructions to include when mailing, or sending via e-signature, client packets for account transfers. I advise speaking with your…
Open Here This is a list of some of the most frequent questions advisors get from their clients during a transition. Take the time to craft clear, simple answers to…
Open Here This is a general outline of the article I wrote for Kitces.com. I suggest reading the article in full to better understand this document. You can read it here.