Transferring Client Trust

Hull, Sam
March 2010
Journal of Financial Planning;Mar/Apr2010 Practice Management, p24
Academic Journal
The article discusses the specification and creation of a client trust transfer plan (CTTP). It states that CTTP outlines steps and timing for an action plan that the seller and buyer can establish and monitor pre-post and post sale. It mentions that the plan aims to ensure that the trusting relationships with clients can be successfully transferred to the new owner. It notes that CTTP should address the basic elements, which include client analysis, time line, tools and techniques. Mind map of how a CTTP is transferred is also presented.


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