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5 Keys to a Seamless Move to Another Firm
By
Matt Regan
Commentary July 11, 2024 at 02:42 PM
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What You Need To Know
- Advisors often choose to remain in their current situation even when there are potentially better alternatives.
- Clients are much more understanding and even enthusiastic about change than advisors expect.
- There can be considerations around advisors' employment agreements that need to be addressed.
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