My colleagues at Applied Psychoanalytics and I have just been published in the latest addition of Investments and Wealth Monitor put out by Investment Management Consultants Association (IMCA). In it we talk about the important of maintaining the relationships on all sides of the transition.  Central to the article is how the client feels and will react under certain (albeit common) circumstances that can arise in any number of transitions that seem to prevalent in business today based on the coaching and consulting work I have been doing.

You can find the publication here Investments and Wealth Monitor.  The article is titled: The Art and Science of Relationships in Transition: The Psychology of Financial-Advisor Succession,

I would love the opportunity to talk with you to explore just how important this issue is in any successful transition and ways for you to make sure your transition is just that, successful..