When Is the Best Time for Financial Advisors to Transition Firms?

Advisor Talk with Frank LaRosa

Key Highlights from the Episode:

0:00 – Introduction

1:02 – Should I stay or should I go next year?

2:27 – Why Q4 is often the best time to transition

3:59 – How holidays and client schedules factor into timing

5:35 – Deferred comp considerations for advisors

10:23 – Why firms sweeten deals in Q4 to hit quotas

12:48 – The myth of the “perfect” time to move

14:42 – Leveraging holiday parties and events for client communication

17:08 – Why every advisor’s timing decision is unique

23:12 – Emotional readiness vs. waiting too long

25:27 – Rip the Band-Aid off: once you decide, just go

27:09 – Risks of delaying and firm pushback

28:11 – How to connect with Frank & Stacey

Resources:

Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com

Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com

Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com

JEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.com

Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/

Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners