With more than half of financial advisors moving or considering a move in the past five years, it’s clear that making a switch to a new firm continues to offer multiple benefits for many.
But why are advisors split between being movers, fence-sitters or entrenched? And what are the key stages that advisors face in making the transition?
In this white paper, follow an advisor’s journey from pre-move information gathering to post-move reflection and discover factors to consider as you decide if a move is right for you.