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.

The best advisors don’t pretend they can do it all alone.

They ask:

Will someone help with the account transfers, communications, and timelines?

Who’s managing compliance as I move?

Can someone help craft the messaging to clients?

Do I have a partner to troubleshoot after the first 90 days?

Fact: Cerulli Associates reports that nearly 20% of advisors who considered a move abandoned it due to concerns over the transition process—not because they didn’t want to move, but because they lacked support.

Mentor tip: You don’t need to be the tech team, legal team, or marketing agency. Partner with a transition team that’s done this before—and has your back.