12. (Name) quit. I’m your new advisor now. It’s a reassignment situation. You see the account as a gift. The client might have had a close relationship with the departing advisor. The finality of your statement gets them thinking, “Don’t I have a say?”
Better:
“(Name) has left the firm to pursue opportunities elsewhere. We are sorry to see her go. I realize you and (name) worked together for (X) years. My manager has asked me to work with you, so you continue to get uninterrupted service. I’m honored to be asked. I think the first step should be meeting so we can get to know each other.”
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