What You'll Learn In Today's Episode:

• What happens when an advisor wants to leave a firm.
• How to deal with compliance to avoid issues when moving firms.
• How bad compliance really is to deal with.
• Why you may want to be stealthy when seeking out other career options.
• Where to start if you’re thinking about moving firms.

Many advisors reach a point in their careers when they wonder if the firm where they’re working is the best place for them to serve their clients and find their desired work-life balance. However, actually taking the next step and exploring this next phase can feel overwhelming. Where do you even begin? In this episode, Louis Diamond, President of Diamond Consultants, will be joining Matthew to discuss how to approach this next step in your life strategically so that there are no missteps made along the way.

Listen in as Louis explains why you should be stealthy when seeking out other career possibilities, as well as what you should do to ensure you’ve done your due diligence. You will learn the common misconceptions advisors have during this process, the importance of being proactive rather than reactive, and more.

Ideas Worth Sharing:

There is nothing illegal with comparing to compete. – Louis Diamond Share on X
Stealth is the name of the game. – Louis Diamond Share on X
You’ve got to first and foremost protect your business and protect your clients, and everything else tends to work out. – Louis Diamond Share on X

Resources In Today's Episode: