MORE INFORMATION
TAKING GREAT CARE OF YOUR CLIENTS AFTER YOU RETIRE

logo   Taking Great Care of Your Clients

Contact Us:
Diane Peterson
Phone: 503-310-0283
or 503-310-0233
Fax: 1-800-897-1566


E-Mail: Diane@dpseminars.com
Taking Great Care of Your Clients after You Retire deals with the following:

  • When I’m ready to retire, will I just walk away from my clients and the business I have built with them?

  • How to find the right agent(s) to take over your business

  • How to structure the agreement for someone to take over your business

  • How to most effectively transition,  with the ultimate goal of having your clients continue to get great service

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