When advisors talk about why they’re unhappy with their firm, they will often tell you that it's "not about the money."  Instead, they commonly cite a lack of shared values, slow (or no) decision making and concern for the shareholder at the expense of the client.

But while money may not always be their number one reason for deciding to go elsewhere, it almost always becomes an emotionally charged and critical consideration. So let's talk about it.

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