Practical Portability Tips

Prior to any move, advisors need to assess their client relationships and book to determine if any concerns about portability are legitimate. That means conducting a thorough review of any non-portable positions and evaluating the impact that leaving them behind would have on the overall business.

This companion piece to the Diamond Consultants’ podcast episode on the topic, Expert Advice on Portability: What You Need to Know to Prepare for a Move, produced in partnership with Grier Rubeling of Advisor Transition Services, can serve as your guide to the transition process.

Complete the form below to download your copy.