Unhappy where you are or just curious about the choices out there for you? I hear from advisors on both fronts, who say they get recruited constantly.

Not every firm, however, is the best choice for every advisor. Here is a starting point for figuring it out. First off, it makes sense to consider a move only if your book of clients is actually portable. This is especially important if you have never made a move before, and it can help you before considering your options. Make a realistic self-assessment: Will my clients follow me if I move?

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