If given the chance to do it over, advisors say they would put more effort into planning their transitions.* What works best for you depends on your needs and goals. Don’t rush it. Explore your options.
To learn more, download Changing Firms: 5 Steps for a Smooth Transition.
* “Transitioning Firms: Strategies, Benefits and Drawbacks Experienced by Advisors,” WealthManagement.com/LPL Financial. February 2014.