Asking the right questions and paying attention to the answers is key to ensuring the next step is the right one.
The most stressful time for an advisor who’s thinking about leaving their firm is the time “in between”—that is, the time between deciding it’s time to go and actually making the leap.
What questions should an advisor ask of the prospective new firm(s)?
What are the things a responsible steward of clients should be concerned about?
And, if faced with multiple offers, how does an advisor ultimately choose the right home?
