Webinar Registration

Selling Your Book of Business:
Contracts, Privacy Laws, and the Movement of Client Data
Boost Your Client's Practice Management outcomes and reduce out-of-pocket costs -
Wednesday, January, 14 • ET • 60 minutes
Isaac Mamaysky
Isaac Mamaysky, Esq.
Partner Potomac Law (PLG), Investment Advisers & Asset Managers Practice
Presenter Bio

What You'll Learn

When a financial adviser sells their practice, the transition hinges on whether clients will follow. While client relationships are very personal, client data belongs to the adviser’s old firm, rather than the adviser themselves -- and transferring that data is subject to strict regulatory and…

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