EXCLUSIVE GUIDE

How to Successfully Transition Your Clients

Thinking about leaving your firm but concerned about client retention? This guide outlines proven strategies to help Advisors transition smoothly while strengthening client relationships and retention.

 

Get the Guide

Why RFG Advisory?

$5.8B

AUM

As of 4/8/25

13%

Average Advisor Growth


Represents net contributions - distributions excluding market appreciation for Advisors from 1/1/24 - 12/31/24.

85

Net Promoter Score

Make Your Transition Seamless

Our dedicated transition team created this comprehensive guide to help Advisors: 

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Retain Clients
Learn three reliable ways to ensure more clients transition with you.
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Save Time
Leverage proven methods that give you more time to focus on client communication.
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Avoid Mistakes
Understand and avoid the most common causes of client attrition during a transition.
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Worried About Losing Clients?

Retaining clients is an important factor in achieving future success. Approach the next stage of your career with confidence by reducing the challenges of transitioning.

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Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC ("RFG Advisory" or "RFG"), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities.

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