Resigning from an employer is a big event in an advisors career. There are several best practices that you should follow to protect yourself.
Here at the Rummage Group, we have seen it all (including some horror stories) when it comes to advisors resigning. The most important thing to remember when changing firms is not to tell anyone, other than your spouse, business coach or consultant. An advisor should never even mention they are contemplating a move.
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