Name: Transitioning Clients to a New Financial Advisor
Uploaded: 2025-12-18T16:00:00Z
Duration: 2 min
Description: In terms of business continuity, “We don't leave until the client says, ‘yeah, I'm comfortable with so and so now and I know how to reach you if I need you,’” says Doug Messina, private wealth advisor with Ameriprise Financial Services.

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In terms of business continuity, “We don't leave until the client says, ‘yeah, I'm comfortable with so and so now and I know how to reach you if I need you,’” says Doug Messina, private wealth advisor with Ameriprise Financial Services.

https://m.wsj.net/video/20251216/32c51a2b-7ac0-4867-a758-7dd04ed104a1/1/hls/manifest-hd-wifi.m3u8

Transitioning Clients to a New Financial Advisor

How do you determine the difference between like advisor succession and business continuity?

So succession, I mean, obviously is sustainability at the firm level, but business continuity. So I could tell you that, you know, I started over 20 years ago and when I joined the first team, you know, Geri's team, Pell Wealth at Ameriprise in 2013, I didn't have the AUM I have today.

Alyson: Yeah.

Right? There were advisors on her team too that were getting older and they wanted to retire at some point. You know, at some point, you know, advisors wanna retire too.

Yeah.

Like their clients. And we began the process of, you know, I guess we would call it, let's say DOCing, right? Demonstrating, observing, confirming. But it's like, okay, we're gonna sit on this meeting together. You're gonna meet Mr. and Mrs. So and So and learn about them, what's important to them and everything, you know, their portfolio and their financial plan. And after being together for a few meetings, then okay, now Doug's gonna work, you know, be with you more.

So it by doing.

Yeah.

It's that DOCing is like doing essentially.

Yeah.

In the meetings.

Yeah, we don't just send the client a letter, say, oh, this is your new advisor and good luck.

Negative consent.

No, no. Because again, it's all about the relationship, right? So if you want to maintain that relationship, you know, even after, let's say, you know, if I had been working with a client for 10 years and now they're gonna go to, you know, say my junior FA, like, I'm not just gonna say, oh yeah here and good luck. It was great.

Yeah.

You know, great relationship while we were together. No, I'm gonna be in on those meetings, right? I'm gonna make sure that, you know, it's being done right and that we go through this process and then I'll kind of, you know, wean myself off.

Fade into the background.

Yeah, wean myself off, so to speak. But you wanna make sure the client obviously is kept in good hands and we don't leave until the client says, yeah, I'm comfortable with so and so now, and I know how to reach you if I need you.