Tool DirectorySuccession & ExitTransition Communication Strategy

Transition Communication Strategy

Sample client-segment communication plans for a transition

Succession & Exit
Succession Planning
8 min
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Sample communication segments and templates for notifying clients through succession. Live accounts start empty and cannot add their own yet.

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PRACTICE VALUE AT RISK

The Problem This Solves

THE OUTCOME

✦ You'll have a sample communication playbook, by client segment, for notifying and reassuring clients.

Tool Details

Category
Succession & Exit
Module
Succession Planning
Time to Complete
8 minutes

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