"I know I want to move, but I don't know when"
There are so many ways an advisor can say this...
I don’t want to leave chips on the table.”
“I’m not sure my staff is ready.”
“After tax season.”
“When I get back from vacation.”
We’ve heard them all!
Realize that once you’ve made a commitment, you have to seriously consider the long-term upside of the move vs. any short-term loss—whether it’s chips left on the table, a vacation that gets rescheduled, or even concerns over staff preparedness.
Ultimately, the ability to better serve your clients and grow your business in the longer-term should be your goal.
All moves come with some level of uncertainty
That said, delaying a move only prolongs the inevitable and can distract you from the day-to-day of serving your clients to the best of your abilities
The truth of the matter is that there is never going to be the perfect time to make a move
If you are doing so because you believe that you can better serve clients and grow your business elsewhere, then every day you delay, you’re leaving chips on the table.
So once you’ve completed your due diligence and made the decision to go, choose a date that makes sense to move in partnership with the firm you are joining
