One of the partners at my wealth management company is probably going to be retiring sometime in the next few years.

Question

I've always had a good, collegial relationship with him but I'm trying to figure out whether I should explicitly ask him what I can do to potentially inherit some of his clients -- is that too straight up and explicit?

Anonymous · Answer

I think this is an apprenticeship business and if you're not sure if this person is going to make referrals for you, then he probably isn't...I think you'll need to really work on making it clear you're looking to expand your book and spend more quality time with him while he's still working. That's not quite the same thing as asking him for referrals but still makes it pretty clear.

One of the partners at my wealth management company is probably going to be retiring sometime in the next few years.

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