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E187 - Strategies for Smooth Relationship Transitions

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less.

On this episode of the Boomer Briefing Podcast, Sandra Wiley, Shareholder and President at Boomer Consulting talks to Jon Hubbard, Shareholder and Chief Growth Officer at Boomer Consulting about transitioning client relationships to someone else in the firm. Dive into these strategies to make your relationship transitions more efficient. 

Sandra Wiley Social Media: 

  • Twitter: @sandrawiley 

  • LinkedIn: sandrawiley

Jon Hubbard Social Media: 

  • Twitter: @jon_hubbard 

  • LinkedIn: jonhubbard

Look out for new episodes every Tuesday, involving The Boomer Advantage 5 Pillars of a Successful Firm: leadership, process, technology, talent, and growth.

For more information about Boomer Consulting, visit


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