1. Will my clients be better served at the new firm?
This is always the first question. Because if your clients don’t win, you don’t win.
2. What kind of support will I receive during the transition (and beyond)?
Moving isn’t easy. It doesn’t matter if you’re managing $30 million or $300 million—it’s a disruption. And that’s where a lot of advisors freeze up.
3. Will I have more autonomy—or just a different version of the same rules?
Let us give it to you straight: not all “independence” is created equal.
4. How does this move help me build long-term value?
Payouts are nice. But they’re not the whole game.
5. Is the grass really greener—or just a different shade of brown?
Let’s talk about culture.