Tagged with "training programs"

Four Steps to Successfully Transition a Practice

Posted on February 5th, 2017 at 8:27 AM
Four Steps to Successfully Transition a Practice

Daniel Schwamb, a senior vice president of business development at Kestra Financial, has written an article detailing four steps he believes are crucial in order to successfully transition a practice from one advisory platform to another. 

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I just wanted to say thanks again for preparing and executing my case in such a professional manner. It was a pleasure to watch two professionals take such pride in their work, as well as becoming personally in tune with your client (Me). I would personally recommend you and your firm to anyone.

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