A LENDING DIVISION OF FIRST STATE BANK NEBRASKA

Tag: advisor transition

04 Jun

Transitioning Clients During the Pandemic

Transitioning clients and minimizing attrition is critical to a successful acquisition. Usually this entails several in-person meetings to introduce new clients to the advisor and his or her team. But the pandemic has created numerous challenges and forced many firms to shift to virtual operations. Paired with social distancing rules and lockdowns, in-person client meetings […]

13 Feb

Building Rapport with the Seller

Often, practice leaders focus on the terms of a deal, while overlooking the human aspects of the transaction. This is to the detriment of the deal and can even prevent a buyer from getting selected when there are multiple offers on the table. In order to not only get a seller to select you but […]