The traditional playbook for advisor transitions is shifting.
Historically, advisors primarily changed firms during market downturns, chasing bigger upfront payouts. That conventional wisdom has been turned on its head, with sophisticated advisory teams increasingly making moves during periods of market strength.
What's driving this shift? Having led a billion-dollar team through our own transition, I've experienced and seen how the calculus has changed. Today's moves are less about immediate compensation and more about what industry experts call "Career Enterprise Value" - a fundamental change in how advisors view their long-term success.
In our latest analysis, we explore:
- Why traditional transition timing no longer applies
- How team dynamics are reshaping the movement landscape
- What this means for client relationships
Read the full articleand learn what's driving today's advisor transitions.