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Thoughtful, timely investing and planning insights from the leading professionals at Raymond James.
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No matter the business, we believe if we do what’s right for clients, we’ll help them achieve success while also realizing our own. It’s that simple.
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At Raymond James, our financial advisors have the freedom to offer unbiased advice that’s right for you.
It’s reasonable to have concerns about client retention.
However, this shouldn’t hold you back from making a move that’s best for you and your clients.
This guide shares client retention best practices from financial advisors across Canada who have successfully transitioned to a new firm. Get insights on:
● Pre-transition due diligence
● Bolstering your client relationships
● Planning & executing your move
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