Managing Ethics Considerations in the Context of Partner Departures

Facilitate a Easy Transition By Clear Communication
Departures will be thorny. Communication between the agency and the departing companion, the departing companion and impacted shoppers, and the agency and those self same shoppers is vital to making sure the transition goes as easily as attainable. Companions have a fiduciary responsibility to inform the agency of their impending departure earlier than discussing it with shoppers. “Ideally, the agency and the departing companion collaborate in notifying shoppers, quickly after the companion’s discover to the agency,” Duval says, “and request steering as as to if the shopper desires to stay with the agency or comply with the companion.”