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New Client? Navigating the Transition Between Advisors

New Client? Navigating the Transition Between Advisors

Matthew Hardy
With Matthew Hardy
1 hour CPD
Difficulty: INTERMEDIATE

Taking over a new client? Discover practical tips for managing the advisor handover, identifying gaps and starting the relationship right.

This event has ended.

Missed the event? Watch the replay video to catch up.

Tuesday 20 October 2026
Ended
Online via Zoom

Taking over a new client? Discover practical tips for managing the advisor handover, identifying gaps and starting the relationship right. 

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