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One of the most persistent fears holding financial advisors back from making a move is the idea that transitioning firms inevitably means losing assets.

The logic feels intuitive. Assets were hard won. Relationships took years to build. Walking away from a platform must mean watching part of that book disappear.

But time and again, the data tells a different story.

This week, AdvisorHub reported on an advisor who transitioned to Ameriprise Financial and transferred 97 percent of assets within the first six months. After one year, that figure reached 107 percent.

That is not a typo. The advisor did not just replace what moved. He grew beyond it.

Stories like this are far more common than many advisors realize, and they expose what we often call the math myth of moving.

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