Guides
Know the terrain before you move
Short, practical guides written for advisors weighing a move and for firms hiring them.
All guides
How to Evaluate a Transition Offer
Upfront money, back-end bonuses, payout grids and what you leave behind: how to compare advisor transition offers on equal terms.
Read the guidePlanning Your Move: A Timeline for Advisors
A practical timeline for financial advisors changing firms, from quiet research to the first weeks at your new firm.
Read the guideHiring Experienced Advisors: A Guide for Firms
What firms should prepare before recruiting experienced financial advisors, and how to make your opportunity stand out.
Read the guideFinancial Advisor Recruiting Deals Explained
How advisor recruiting deals work: forgivable loans, multiples of T12, back-end bonuses, payout grids and the fine print that decides what a deal is really worth.
Read the guideWirehouse vs Independent vs RIA: Which Is Right for You?
A side-by-side comparison of wirehouse, regional, independent broker-dealer, RIA and hybrid models: payout, ownership, support, costs and who each one suits.
Read the guideBreaking Away: How Advisors Launch or Join an Independent RIA
A step-by-step overview for breakaway advisors: choosing a structure, registration, custody, compliance, technology and protecting cash flow during the move.
Read the guideThe Broker Protocol Explained for Advisors
What the Protocol for Broker Recruiting is, what client information it allows departing advisors to take, and why you should still talk to an attorney.
Read the guideHow to Choose a Financial Advisor Recruiter
Questions to ask before you work with a financial advisor recruiter: how they're paid, which firms they know, how they protect confidentiality and more.
Read the guideIndependent verification resources
External resources are listed for convenience and are not endorsements.
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