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Greetings!
Before the pandemic, it was already common for financial professionals to move from firm to firm. Today, this trend is becoming more common than ever.
Experienced financial professionals are retiring earlier, and those less experienced tend to choose new firms based on their career goals rather than aiming for longevity.
Regardless, if you are considering making a change in your career, we’re sharing three ways to approach a potential move with confidence:
1. Get clear on your vision.
What do you want to see differently in your future? What resources - people, technology, and information - do you need to grow? What changes do you need to make to meet clients’ changing needs and goals? The more clearly you define the change you want to create, the more your opportunities will align with your updated vision.
2. Don’t shortcut the due diligence process.
There are plenty of places for financial professionals to get information, including podcasts, benchmark studies, and industry professionals in your network. Don’t overlook these resources - they offer valuable insights and information that could help determine if a specific move would truly benefit you. Talk to others who may have made moves similar to the one you’re contemplating, and get their honest thoughts and recommendations.
3. Align your values with the new firm’s vision, culture, and practices.
Does the firm you are considering promote a culture you can thrive within? How does the firm interact with and serve its clients, advisors, and communities? A potential partner firm will require a significant dedication of your time and energy. Choosing a firm that aligns with your personal and professional vision is essential.
You are valuable regardless of your experience level, age, or client portfolio size. While you may feel the financial services field is crowded, we assure you the industry is growing.
With so many new options and opportunities available, there’s no reason not to explore what’s available and align yourself with a firm like PS&G Financial Partners that cares about you and your clients. If you are interested in having a meaningful conversation about making a change in 2023, please contact a member of our leadership team.
Sincerely,
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