[Richard]

You usually don’t need to send them anything. Initiate the transfer from your new broker.

[Christie]

Personally, I’d thank him for what he’s done for you and just let him know you are going in a different direction.

They will understand.

I have had many clients send their EJ person this very sentiment.

I usually have the clients give a time frame that the EJ guy should expect the money to move.

Hope this helps.

It’s always about respect.

Like others said, you don’t have to tell him.

[Tristan]

No elaboration needed, thank for the help provided and that as a courtesy you want to make him aware that he will see a transfer out request.

I just left jones as an advisor and most people who left advisors I know didn’t even write to say they are moving their money.

I only had one person leave me and they wrote because they thought I had to initate it.

My clients who have reached out to come to my firm haven’t reached out to their newly assigned advisor at all to tell them they are leaving.

So, you are being very professional and kind in doing so

[Aubree]

EJ won’t do be doing the transfer unless you are cashing it out and having the funds sent to your bank account.

The new company will initate the transfer and there should be no need to talk to EJ, unless to thank them for years of service.

[Carl]

I wouldn’t bother unless you have a relationship with him, just go to your new firm have them acat it out, that’s what I did and my old advisor never called me, that was that

[Heather]

It’s best to just let the firm you’re going to handle pulling the funds.

If there’s nothing EJ can say to change your mind why bother giving them the chance?

It’s exhausting for both of you.

Once the transfers are complete you can send a fond farewell note.

[Amy]

Don’t do anything. Unless you feel that the person is an actual friend not just your financial advisor.

They know the drill.

They would just try to convince you to stay.

Just move on to bigger and better things

[Aaron]

You are thinking way too into this. Just start with a new company and let them initiate the transfer.

No need for any elaborate letters.

[Author]

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