Deonte Brown has been a private banker for State Bank for the past 8 years. He has been very successful and built a considerable client portfolio during that time but is extremely frustrated by the recent loss of reputation by his current employer and subsequent client insecurity. A locally renowned headhunter contacted Brown a few days ago and offered him an interesting job with a competing private bank. This bank offers a substantial signing bonus for advisors with their own client portfolios. Brown figures he can solicit at least 70% of his clients to follow him and gladly enters into the new employment contract. In order to be compliant with the practice standards, how must Brown proceed during his transition?

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