How to Tell Your Clients Your Company Ownership is Changing but They Are Still in Good Hands - With Rob Legenhausen of Keiron Partners

Have you ever considered buying out the company you work for? There is a way to do that properly and make sure your clients are prepared and on board with the changes that are coming. 

In this episode, Jordan sits down with Rob Legenhausen of Keiron Partners and they talk about the challenges of letting their clients know that there would be an upcoming change of ownership. They discuss how they broke the news to each client and how they made sure everyone was happy and comfortable with the process. 

Rob has been a financial advisor for over a decade. How Rob works:

1. Questions. My relationship with my clients is a long-term one. That’s how I work. I’m not interested in selling you a product and moving on to the next “customer.” The relationships I have with my clients take some time to develop, but it’s worth the effort and I believe it’s the only way to do business.

2. Expectations. I will layout exactly what you can expect from me in the way of commitment, communication, and time. We’re in this together. Many of my clients think of me as a partner as much as an advisor.

3. The Now: Let’s talk about what’s going on in your financial life right now. I’m talking about a crystal picture of the “now”. If we’re on the same page from day 1, we’ve taken the first step in laying the groundwork for a successful advisor-client relationship.

4. Action. This is where I earn my keep. I will spend as much time and effort as necessary to put together a plan based on your goals, and I won’t quit until you’re comfortable with that plan. That’s my commitment to you.

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