www.advisorhub.com Open in urlscan Pro
104.26.6.137  Public Scan

Form analysis
2 forms found in the DOM

GET https://www.advisorhub.com/

<form role="search" method="get" class="searchform form-inline" action="https://www.advisorhub.com/">
  <div class="form-group">
    <label class="sr-only screen-reader-text" for="s">Search for:</label>
    <i class="fa fa-search search-icon" aria-hidden="true"></i>
    <input class="form-control default" type="text" name="s" id="s" value="Search Keywords" onclick="if(this.value == 'Search Keywords'){this.value=''}" onblur="if(this.value == ''){this.value='Search Keywords'}">
    <span class="input-group-btn">
      <button class="btn searchGo" type="submit">
        <i class="fa  fa-arrow-right" aria-hidden="true"></i>
        <span class="sr-only"> Search </span>
      </button>
    </span>
  </div>
</form>

<form id="commentform" class="comment-form">
  <iframe title="Comment Form"
    src="https://jetpack.wordpress.com/jetpack-comment/?blogid=165023220&amp;postid=152801&amp;comment_registration=0&amp;require_name_email=1&amp;stc_enabled=1&amp;stb_enabled=1&amp;show_avatars=0&amp;avatar_default=mystery&amp;greeting=Leave+a+Reply&amp;greeting_reply=Leave+a+Reply+to+%25s&amp;color_scheme=light&amp;lang=en_US&amp;jetpack_version=10.7&amp;show_cookie_consent=10&amp;has_cookie_consent=0&amp;token_key=%3Bnormal%3B&amp;sig=915aad62cfc5d374b500f3e1edb269b5fbc61e80#parent=https%3A%2F%2Fwww.advisorhub.com%2Fresources%2Fnavigating-a-move-with-clients-what-you-can-and-cant-tell-them%2F%3Futm_source%3DPANTHEON_STRIPPED%26utm_medium%3DPANTHEON_STRIPPED%26utm_campaign%3DPANTHEON_STRIPPED"
    name="jetpack_remote_comment" style="width: 100%; height: 60px; border: 0px;" class="jetpack_remote_comment" id="jetpack_remote_comment" sandbox="allow-same-origin allow-top-navigation allow-scripts allow-forms allow-popups" scrolling="no">
  </iframe>
  <!--[if !IE]><!-->
  <script>
    document.addEventListener('DOMContentLoaded', function() {
      var commentForms = document.getElementsByClassName('jetpack_remote_comment');
      for (var i = 0; i < commentForms.length; i++) {
        commentForms[i].allowTransparency = false;
        commentForms[i].scrolling = 'no';
      }
    });
  </script>
  <!--<![endif]-->
</form>

Text Content

Skip to Main Content
SUBMIT A TIP RECEIVE DAILY NEWS ACCOUNT
Menu
 * News
     
   * * Latest News
         
       * * Fidelity, Schwab Building Crypto Trading Platform with Citadel
           Securities, Virtu
       * * UBS Sues Investor for $1 Million in Attorneys Fees over ‘Frivolous’
           Claim
       * * Wells Fargo Pauses Diversity Rules for Hiring After Sham-Interviews
           Report
       * * Rockefeller Buys Advisory Practice in Florida with $1.5 Bln AUM
         
       * Close
     * Advisor Moves
         
       * * Rockefeller Buys Advisory Practice in Florida with $1.5 Bln AUM
       * * Rockefeller Lassoes $2.2-Mln Solo UBS Private Wealth Broker in Dallas
       * * Rockefeller Opens Seattle Office with $5.2-Mln Morgan Stanley Team
       * * First Republic and UBS Pluck Managers from J.P. Morgan Advisors on
           Both Coasts
         
       * Close
     * Enforcement
         
       * * Merrill to Reimburse Customers $15.2 Million for Mutual Fund Sales
           Overcharges
       * * First Republic to Pay $1.8M to Settle SEC Charges over Revenue
           Sharing Violations
       * * Wells Fargo Advisors to Pay $7 Million Over Anti-Money Laundering
           Lapses: SEC
       * * Firms Fire High Risk Brokers as Finra Takes Aim at Rogue Actors
         
       * Close
     * Markets
         
       * `Nothing Safer Than Cash’: Tech Rout Puts Silicon Valley on Edge
       * ‘Any News Is Bad News’ as Earnings Fail to Save Equity Bulls
       * ‘50 Cent’ Profited From Volatility Jump, Wells Fargo Says
       * ‘Beaten Down’ ETF Is a Way to Play Inverted Curve, BofA Says
         
       * Close
     * Opinion
         
       * * SIRIANNI: Morgan Stanley’s Moment
       * * Sirianni’s 2022 Predictions: The Year of The Great Entrepreneur
           Revival
       * * Why Only a Huge Shock Will Deter Risk-Taking Investors
       * * Sirianni: Toxic Culture
         
       * Close
     * Fintech News
         
       * * UBS “Committed” to Finishing Broker Workstation Revamp Despite
           Delays, CFO Says
       * * Wells Fargo Advisors Rolls Out eMoney Planning Tool for Brokers
       * * Fintech Firm Apex Clearing Agrees to Go Public Via SPAC
       * * Merrill Systems Hiccuped on Thursday as Stocks Slid
         
       * Close
     * From the Publisher
         
       * * SIRIANNI: Morgan Stanley’s Moment
         * Sirianni’s 2022 Predictions: The Year of The Great Entrepreneur
           Revival
       * * Tony Sirianni Interviews Ken Cella — Principal, Client Strategies
           Group at Edward Jones
         * Sirianni: Death of the Trainee
       * * Welcome to AdvisorHub RIA
         * From the Publisher: Sirianni’s Predictions for 2021
       * * Seven Questions with Tony Sirianni: Josh Rogers, Founder and CEO,
           Arete Wealth
         * Seven Questions with Tony Sirianni: Phil Hildebrandt, Principal, CEO
           of Segall Bryant & Hamill
         
       * Close
     
   * Close
 * Deals & Comp
 * Recruiting Wire
 * Breakaway Center
 * Resources
   * * Resources Home
     * Boutique
   * * Fintech Product Directory
     * Fintech Resources
   * * Institute
     * Practice Management Resources
   * * Transition Resources
   * * Events
   * * Culture Survey
   * Close
 * AH TV
 * Podcasts
 * AH Magazine
 * RIA Center
 * Asset Manager Hub

close X
Search for: Search



NAVIGATING A MOVE WITH CLIENTS – WHAT YOU CAN AND CAN’T TELL THEM

by 3xEquity
|
Featured Podcast, Podcast
|
3xEquity Podcast
|
No Comments
Share This



Officially deciding that you’re going to make a move is an exciting time for an
advisor looking to take their business to the next level. With such big news, we
know how enticing it can be to share it with everyone and anyone, especially if
the move was a long time coming. Equally, many advisors also have anxiety over
the number of clients that will make the big move with them. While the urge to
share the news can be hard to bottle up, it’s one you have to fight or risk
derailing the transition altogether.

When looking to make a move, it’s natural for advisors to wonder, or even worry,
about whether or not their client will make the move with them. After all,
they’ve worked so hard to earn their trust and build a strong relationship and
want to see it continue even after the move. But reaching out to try and gauge
what they would do if the advisor chooses to move can be one of the worst things
a transitioning advisor can do.

Whether the firm you’re leaving is a part of the broker protocol or not, it’s a
good rule of thumb to keep the move to yourself and try not to drop any hints to
your current clients. Avoid discussing any specifics around a move or potential
move, keep the move date under wraps and never ask a client if they will follow
you – even hypothetically. It’s also very important for an advisor to know what
information they can and cannot take with them when they leave as they begin to
form a communication strategy after the move is complete.

Enter the Transition Specialist.


LISTEN TO ADDTIONAL EPISODES

Visit 3xequity.com for more information and to request your transition offers
right now.



LIKE THIS ARTICLE? LET ADVISORHUB COME TO YOU!  SIGN UP


Share This



No Comments



LEAVE A REPLY CANCEL REPLY



 * About Us
 * Contact Us
 * Advertise
 * Events
 * Careers


 GET OUR NEWSLETTER

Industry focused content and breaking news.

SIGN UP


CONTACT US

EMAIL US
1707 Post Oak Blvd.
#484
Houston, TX 77056

© 2022 AdvisorHub
 * |Terms of Use
 * |Privacy Policy
 * |Advertise
 * |Careers

 * Facebook
 * Linkedin
 * Twitter

Back to top