BROADCASTS.com

Published: Feb. 27, 2020, 8 a.m.

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Have you ever considered buying out the company you work for? There is a way to do that properly and make sure your clients are prepared and on board with the changes that are coming. 

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In this episode, Jordan sits down with Rob Legenhausen of Keiron Partners and they talk about the challenges of letting their clients know that there would be an upcoming change of ownership. They discuss how they broke the news to each client and how they made sure everyone was happy and comfortable with the process. 

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Rob has been a financial advisor for over a decade. How Rob works:

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1. Questions. My relationship with my clients is a long-term one. That\\u2019s how I work. I\\u2019m not interested in selling you a product and moving on to the next \\u201ccustomer.\\u201d The relationships I have with my clients take some time to develop, but it\\u2019s worth the effort and I believe it\\u2019s the only way to do business.

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2. Expectations. I will layout exactly what you can expect from me in the way of commitment, communication, and time. We\\u2019re in this together. Many of my clients think of me as a partner as much as an advisor.

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3. The Now: Let\\u2019s talk about what\\u2019s going on in your financial life right now. I\\u2019m talking about a crystal picture of the \\u201cnow\\u201d. If we\\u2019re on the same page from day 1, we\\u2019ve taken the first step in laying the groundwork for a successful advisor-client relationship.

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4. Action. This is where I earn my keep. I will spend as much time and effort as necessary to put together a plan based on your goals, and I won\\u2019t quit until you\\u2019re comfortable with that plan. That\\u2019s my commitment to you.

\\n\\n--- \\n\\nSend in a voice message: https://podcasters.spotify.com/pod/show/letsgetuptobusiness/message'