How Do I Tell My Clients I Am Moving Firms? – with Nic Nielsen

Episode 48 of the Firm Transitions podcast features Nic Nielsen, CFP®, Financial Planner & Co-Founder of Know My Plan.

Nic describes their journey leaving the bank, shares mistakes made along the way, successes and what worked well, and if they had to do it all over again—exactly what they'd do.

Nic describes in detail how he communicated the move to clients and what made it so natural for them to join him.

#FATransition #CoreyWalen #financialadvisor #independentadvisor #lpl #edwardjones #wirehouse #ftc #noncompete

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Thanks for watching!