Financial services recruiters think that there will be mass movement of financial advisors between firms in the coming year. So if you’re thinking about making a move, you’re going to have some company.

Planning the transition from your initial investigation of target firms all the way through the process of severing your ties with your previous firm is essential if you want to avoid the snags that can delay or even halt the process.

Is your resume positioned to catch a recruiter’s eye?

Read this complete analysis of the impact at AdvisorFX (sign up for a free trial subscription with full access to all of the planning libraries and client presentations if you are not already a subscriber).

For previous coverage of transitions between firms in Advisor’s Journal, see The Pitfalls of Transitioning between Firms (CC 11-91).

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