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What Really Happens When Advisors Leave Jones: Client Retention Data & Myths
Client Retention, Transitions Michael La Salle 9/23/25 Client Retention, Transitions Michael La Salle 9/23/25

What Really Happens When Advisors Leave Jones: Client Retention Data & Myths

The biggest fear for advisors thinking about a move is client loss. Industry data tells a different story: most advisors keep the vast majority of their clients when they transition.

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