Yosef Colish: 7 Areas to Explore When Determining the Portability of Your Book of Business

Understanding the portability of your book of business can be difficult, especially when restricted by a non-solicit or non-compete. At the same time, there are seven questions you can ask yourself to assess this critical issue. The first is simple: Are you the main point of contact for your client? If your client considers you a trusted advisor for all financial matters, this is a good sign. To learn six more important factors to consider, watch this short video.

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