--- title: Vantage Impact Insights, Resources & Articles for Financial Advisors | Advisor Transition description: Advisor Transition | 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 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 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! [All posts](https://www.vantageimpact.com/news/all) [![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/tag/advisor-transition#)