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The ClientWise Blog

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Transfers of Trust

Whether in the context of the work we do with advisory firms looking to merge, or building structures to facilitate the move of clients from a founder to a next generation leader in the firm, an effective transfer of trust is perhaps the most essential driver of success.

In his book The Speed of Trust, Stephen M. R. Covey makes a compelling case that trust occurs at the convergence of character and competence. He proceeds to outline the key behaviors that build each of.....

February 10, 2021

Category: Trust

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