What brokers must know before they go
What percent of my clients are likely to transition with me? The likelihood depends on several factors including (a) the nature and length of client relationships; (b) the type of products and policies held by clients at your current firm; and (c) the contracts and agreements you have with your current firm. Financial advisers transitioning within the past year are reporting that 70-80% of clients are moving with them to their new firm.