4 Ways to Make a Move — With Fewer Headaches By Jamie Baker - ThinkAdvisor
As we head into the homestretch of 2022, many advisors may be reevaluating their firm affiliation and asking themselves whether they are in the right professional home as they plan for 2023.
While making a move to another firm can be a major undertaking — and should not be taken lightly — the fear of transitioning your business should not hold you back, especially if it’s in the best interest of your business, your team and your clients.
As the head of Onboarding and Integration at Cetera Financial Group, I lead a team that helps advisors affiliate their businesses with our firm every step of the way. We consistently hear all kinds of feedback from advisors about their experiences changing firms, including lessons learned, what worked, and what didn’t.
