Description
The increase in partner retirements—not to mention the number of clients who will also be retiring—has the potential to put long-established client relationships at risk. Done right, client transitions can strengthen the client’s relationship with the firm, help develop skill in younger staff and leave retiring partners secure in the knowledge their legacy will be preserved. Join us as Sam discusses how taking a “leave nothing to chance” approach to transitioning knowledge can turn a potential pitfall into a great opportunity.
After completing this course, participants will be able to:
⦁ Recognize the reasons why partners may leave without properly transitioning clients
⦁ Avoid frustration that can arise when post-retirement expectations aren’t made clear
⦁ Capture partners’ experience and wisdom before they exit the firm