Most advisors will change firms three or four times over their careers. But the specifics of making a career move in the best way for you remain elusive. Say you’ve accepted an offer with a new company – now what? When should you start? How should you resign? How do you move your book? How do you handle a non-solicit? What does your first day look like? At my firm, the Rummage Group, these are the pressing, and understandable, questions we get most often from advisors. Here is what I try to convey to them.
GET YOUR BOOK IN ORDER The most rewarding part of being an advisor is building a client base that will follow you to the ends of the earth —or at least to a new firm. Most advisors’ books are worth a small fortune if they are being used in the most advantageous way possible.
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