You Need to Help Clients Break Up With Their Previous Advisor. 

Let me help!

If your client's dragging their feet when it comes to breaking up with their previous advisor, it's not about you--it's about the awkward "break-up."

The Break-Up Toolkit gives you and your client:
1. Pre-written scripts to copy & send
2. Response playbooks for old advisors callbacks
3. A proven onboarding tool that speeds up money movement