What Top Advisors Ask Before Making a Move

Let’s be honest — thinking about switching firms isn’t something you take lightly. It’s not just a career move. It’s a decision that impacts your clients, your staff, your reputation, your family, and ultimately… your future.

As someone who’s been in this world for a while, I’ve sat across from countless advisors who were asking the same question you might be asking right now:

"Is this as good as it gets—or is there something better out there?"

If you're feeling stuck, boxed in, undervalued, or just unsure whether you've outgrown your current setup… you’re not alone. But I’ll tell you this:

Top-performing advisors don’t jump just because the comp grid changed or because someone dangled a signing bonus. They ask smart, strategic questions. They gather facts. They think long-term.

And that’s exactly what I want to help you do.

Here are five key questions the most successful advisors ask before they make a move—and the thought process behind each one.