BOSTON – The day advisor Beth Sweeney switched firms, she bid a tearful goodbye to Wells Fargo colleagues she had known for a decade or more. Though she didn't have to travel very far to switch firms ― her new office was in the same building complex ― she still had something of a long journey ahead of her. Sweeney's new mission: call over 150 clients within 48 hours to explain why she left to join independent firm Steward Partners.

"These were not quick phone calls. Some of these clients have been with me for 15, 20 years," she says.

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access