You have just been notified by your firms Managing Principal that another financ

You have just been notified by your firms Managing Principal that another financial planner has decided to leave the firm. Some of her clients will be notified that you will be their new point of contact for their planning.The former planner had a fairly diverse group of clients and you plan to meet with each of them to help better understand their financial situations and see if any of them could benefit from your specific approach to financial planning that comes from a taxation perspective.