So many advisors find themselves at a tipping point when they question whether their current firm is still the right “fit” for their careers, clients and lives. This self-reflection can be a daunting exercise — often spurred by an excess of frustration over inefficient processes, cultural changes within the organization, or even concern over their own legacy. It can leave even the most successful advisors overwhelmed, their heads spinning in search of the answer. But truth be told, the bigger problem is that most haven’t even considered the proper questions to ask themselves, leaving them with no real benchmark by which to assess the decision-making process.
