How one breakaway RIA brought over more assets than it expected
Not all of our old clients came with us. But the overwhelming majority came and — because of their enthusiasm for our move — some asked us to oversee even more of their assets, while others pointed brand-new business our way.
Back in February, my colleagues and I launched a new registered investment adviser. It was an eventful spring, but one task linked to the move, the transition of our clients’ assets, went better than we could have imagined.
Thanks to new-client referrals from transitioning clients, and the fact
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