Switching broker-dealers/RIAs is a monumental decision for financial advisors. This white paper will teach you how to successfully evaluate potential B-D/RIA partners and find the perfect fit for your financial practice by sharing valuable insights and advice from advisors who’ve been through the process of switching firms.

• How to identify your critical decision factors
• Analyzing a broker-dealer/RIA’s technology offering
• Understanding why cultural fit is crucial to your success
• Evaluating a B-D/RIA’s investment products and financial planning support
• Assessing a B-D/RIA’s prioritizes and long-term outlook