There you are driving home one Friday after a long, first week at your new job. And upon reflection, you realize it was a terrible week and maybe a terrible decision to make this move. During that first week you learned several things about your new firm and manager you wish you knew before you made the move. But you decide that it's too late and you will just have to make it work.
This is a scenario that happens all too often. Many financial advisors make several mistakes when they change firms, but it does not have to be that way. There will always be things you learn about the new firm after the fact. But you can certainly save yourself a lot of heartache by doing a little more due diligence before the move. I will discuss four very common mistakes and what you can do to avoid them.
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