--- title: Vantage Impact Insights, Resources & Articles for Financial Advisors description: Changing firms can be complicated. Here's what we've learned from hundreds of advisors who have changed Broker Dealers and RIAs. These resources and thought-provoking articles are intended to help you consider your future path toward changing broker dealers, joining a team, finding a successor, or launching a new RIA. --- [![](https://www.vantageimpact.com/hubfs/theme/logo_vi_final.svg)](https://vantageimpact.com) [![Schedule a Consultation](https://hubspot-no-cache-na2-prod.s3.amazonaws.com/cta/default/7933498/b7638be4-0b77-4c8d-a356-3b1c06171c8e.png)](https://hubspot-cta-redirect-na2-prod.s3.amazonaws.com/cta/redirect/7933498/b7638be4-0b77-4c8d-a356-3b1c06171c8e) # Insights Changing firms can be complicated. Here's what we've learned from hundreds of advisors who have changed Broker Dealers and RIAs. These resources and thought-provoking articles are intended to help you consider your future path toward changing broker dealers, joining a team, finding a successor, or launching a new RIA. [Back to All Insights](https://www.vantageimpact.com/blog) [What Financial Advisors Need to Know Before Going RIA](https://www.vantageimpact.com/news/need-to-know-before-going-ria) These are common misconceptions in the financial industry that have held back advisors from leaving their broker-dealer behind and launching an RIA. [What Financial Advisors Need to Know Before Changing Firms](https://www.vantageimpact.com/news/what-financial-advisors-need-to-know-before-changing-firms) These are the 12 best practices to keep in mind if you are a financial advisor considering a transition to another firm. [What Financial Advisors Need to Know Before Accepting An Offer](https://www.vantageimpact.com/news/financial-advisors-considering-offer) An offer to join a new firm can come in forms you might not be expecting. Learn how to use these offers to your benefit and avoid disappointing surprises. [What Financial Advisors Need to Know About Broker Protocol](https://www.vantageimpact.com/news/broker-protocol) The broker protocol is one of the biggest indicators about how your firm views whether your client is yours (advisor) or theirs (firm). Read more! [What Are The Most Important Steps to Consider When Launching Your Own RIA?](https://www.vantageimpact.com/news/most-important-steps-launching-your-own-ria) Get a better idea of what it will take to ensure you have everything in line to launch your own RIA. [Have You Considered the Human Side of a Financial Firm Acquisition?](https://www.vantageimpact.com/news/human-side-of-financial-firm-acquisitions) If you are an advisor considering a financial acquisition, consider these 5 non-financial, human factors to ensure success. [What Financial Advisors Really Want in a New Firm](https://www.vantageimpact.com/news/what-financial-advisors-really-want-in-a-new-firm) We explore the five most attention grabbing, downright irresistible options offered by firms looking to recruit the best and the brightest in the business. [Starting an RIA? Simplify Advisory Compliance with an Outsourced CCO](https://www.vantageimpact.com/news/partners-in-focus-joot-technologies) Financial advisors looking to start an independent practice or RIA can simplify compliance with Joot, an outsourced CCO and technology platform. [Get More Leads for Financial Advisors with Better Website Design [4 Key Website Recommendations]](https://www.vantageimpact.com/news/get-more-leads-financial-advisor-better-website-design) Get more leads for financial advisors with 4 key website recommendations. [Considering Moving Firms as a Financial Advisor? Keep 3 Things in Mind](https://www.vantageimpact.com/news/financial-advisor-move-change-firms-three-main-things0) Keep these 3 key things in mind when thinking about moving or transitioning firms as a financial advisor. [Moving firms as an advisor, but stuck with Alternative Investments?](https://www.vantageimpact.com/news/advisor-move-firms-alternative-investment-solution) Financial advisors looking to move firms who have a portfolio filled with non-portable, alternative investments can find solutions with Cox Capital. [Financial Advisors, Get Out of the Penalty Box and Take the Next Step](https://www.vantageimpact.com/news/financial-advisors-get-out-of-the-penalty-box) Financial advisors who feel like they're in the penalty box with lower compensation rates may consider transitioning firms to improve their lives. [Getting the Best Offer: 8 Factors Your Next Firm Will Consider](https://www.vantageimpact.com/news/getting-best-offer-8-factors) Unsatisfied? Considering leaving your current practice? Think strategically & evaluate your options with these eight factors your next firm will consider. [Stuck in a Rut and Thinking About Moving to a New Firm? These are Your Next 5 Steps](https://www.vantageimpact.com/news/new-firm-next-steps) Considering a transition to a new firm? These five steps can help ease your anxiety, set you up to be more strategic and feel more confident in your move. [A Year Later - Did COVID-19 Break the Wirehouse Model?](https://www.vantageimpact.com/news/wirehouse-model-broken-by-pandemic) The structure of the wirehouse model may have been important in the past, but is it still a good option for financial advisors post-pandemic? [All posts](https://www.vantageimpact.com/news/all) [Next](https://www.vantageimpact.com/news/page/2) [![corvidcd-commitment-vantage_impact](https://www.vantageimpact.com/hs-fs/hubfs/corvidcd-commitment-vantage_impact.png?width=200&height=126&name=corvidcd-commitment-vantage_impact.png)](https://www.corvidcyberdefense.com/)   ### Have questions? Send us a note. ![logo_vi_final](https://www.vantageimpact.com/hubfs/theme/logo_vi_final_white-1.svg) --- [**](https://www.linkedin.com/company/vantage-impact) © Vantage Impact Minneapolis, MN + Tampa, FL 763-228-1385 [**](https://www.vantageimpact.com/news#)