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Is congizant doing layoffs?
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What specific tasks do your Assistants do?
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Is congizant doing layoffs?
What specific tasks do your Assistants do?
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Up to you if you move plan a little client attrition
If you moved how much attrition should be expected?
Depends on The platforms you use, fees you charge and performance. I just kept a kept a $3 million relationship from an FA who went to Finet. My accounts have had better performance and I cut his fees by 40% and he was happy to stay with me instead of his previous advisor that moved from warehouse to Finet.