Resistance to change is more or less a natural part of life. Change can be a scary thing that people go out of their way to avoid when possible and the fear of the unknown is enough to make people settle for their current situation. But settling for good enough or mediocrity is not what many advisors are looking for, thus a battle ensues between a desire to advance one’s career and our natural tendency to avoid change.

Advisors are especially known for avoiding change when it comes to making a big move to a new broker-dealer. They would rather settle for a situation that is good enough because they don’t want to deal with their fear and anxiety over the unknown as well as all the work they believe is part of making any move. As Jim Collins says, “Good is the enemy of great.” Staying with a firm that is just good enough isn’t going to be a good long-term solution for advisors who want to see growth and achieve their goals. Additionally, with the help of a transition specialist, like 3xEquity, advisors can gain greater visibility into the details of making a big move and streamlining the transition process. This helps to eliminate their concerns and anxiety of the unknown and replace it with conviction and insight on the value of their book of business and the host of broker-dealers that are eager to have them join their ranks.