The time for a smooth transition from one company to another is not after the move, it's before. If you haven't been building a book with strong relationships, haven't perform the proper research into the portability of your book at the new hiring firm and haven't had access to a great transition team, you stand to lose a good portion of your book in the move.

While the advisor in this example, "David" will be able to rebuild since he's done it before, why do it when you don't have to? Let's take a peek into David's world.

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