By Mindy Diamond – While the byproduct of changing firms could be enhanced client service, control and growth, it could also deliver the really nice perk of allowing the advisor to monetize his/her business twice – yet moving only once.
By Mindy Diamond, WealthManagement.com – Consider this: You’re a long-tenured, top advisor at the same firm for most of your career, and you’re looking to work another five years or so. Some initial introspection is telling you that where you are now may not be where you want to be when you retire. The freedom, flexibility and support you had hoped for at this stage just isn’t there, and you worry that leaving the client relationships you have spent a lifetime building just isn’t quite right. Yet you wonder if a move so close to retirement might not be ideal—causing far more disruption than it’s worth.
Recent News & Articles
- Industry Update: Should You Consider a Move When Markets are Turbulent?
- Should FAs Be Tested for Cognitive Decline?
- The Path to Independence: 6 Key Elements to Consider Before Starting Your Journey
- Ex-Merrill ACTM Chair to Independent Business Owner: A Former Insider’s Point of View
- UBS Comp Changes Make It Harder to Battle Asset Outflows–Analysis
Subscribe for Updates
Get updated by email when a new article is added.