Change is never easy. Change, when it impacts others, is even more difficult. The decision to leave is something that I have struggled with for many months. It was not something that I took lightly or came to easily. After thoroughly examining my practice and my ability to grow as an advisor, I determined I needed to move to another firm.
The process I used to make the decision to move was methodical, analytical, and extremely detailed. However, the one overriding question I asked during this process was; "Will my clients be better served at a new firm?" And the conclusion I came to was- overwhelmingly, Yes!