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It's too late to move...

We know. That is not the headline you expected from a transition consulting firm. But it is the truth. At this point in 2025, the runway for a clean, well-planned transition is simply too short. Could you still do it? Sure. We have helped advisors identify a new home and complete a move in as little as two weeks. But do we recommend it? No.

A transition is a major business and career decision. It deserves planning, thoughtful consideration, and coordinated execution. If you can avoid rushing, you should.

And relax, those outsized transition packages don’t seem to be drying up anytime soon. Broker-dealers will keep pulling out all the stops to win over top talent. Opportunities to level up your technology, product mix, and support systems have never been better. And the momentum behind advisor mobility continues to build.

A head start now can make everything in 2026 easier. If you are already ready to get started, you can complete our inquiry form now. Otherwise, here is how to use the rest of this year to set yourself up for a smoother transition, stronger offers, and a far more strategic move.