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9min chapter
Geri Eisenman Pell: Succession Planning Tips for Financial Advisors
Barron's Advisor
Communicating Change: Building Trust in Financial Advisory
This chapter explores the critical role of effective communication during transitions in financial advisory firms, emphasizing strategies to reassure clients. It highlights the importance of collaboration, personal outreach, and tailored messaging to maintain trust and strengthen client relationships.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode