Client ownership when leaving a firm

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In this episode, I break down Karbon’s new AI report (nearly 600 firms across six continents) and what it reveals about how firms are actually using AI—plus what the data might be overstating. Then I explain why the real value is getting your team aligned, not just collecting more ideas. We close with a mailbag on cutting C/D clients, finding leads when launching a firm, handling client ownership when leaving a firm, and whether agentic AI can move data between apps.

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