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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.

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How to Negotiate like a Pro: 6 Techniques for Financial Advisors

Improve your offer as a financial advisor with these six expert negotiation techniques.

150+ Due Diligence Questions for Financial Advisors Considering a Firm Transition

Never join a new firm until you get answers to these questions. This list for financial advisors will help you ask the right questions before making a move

Focus on Your Future: Succession Planning for Financial Advisors

Financial advisors spend their entire careers helping clients achieve their financial goals, but not quite as much time preparing for retirement.

7 Key Questions for Advisors When Offered a New Book of Business

You've been offered a new book of business- now what!? What should you be considering to help you determine if this is the right move and right time?

9 Reasons Why Financial Advisors Should Consider Changing Firms

Are you a financial advisor considering switching firms? Nine common reasons why financial advisors make a transition, and what that means for you.

Prioritizing Contribution Margin When Attracting Financial Advisors

Attracting 'good fit' financial advisors, especially from W2 firms, is key to your business. Why and how should you be thinking about contribution margin?

How to Shut Down the Annoying Advisor Recruiting Calls

Cold calling is a recruiting industry standard for financial practices. Experienced this? Recruiters will continue calling until you tell them this...