The pandemic has been both a whirlwind and an eye-opener for most. As advisors found themselves working from their own homes, many came to realize that their businesses’ current home is no longer where they want to be. Despite the drastic change in work conditions, the fear of coronavirus, and with so much unknown, advisors are still making the big move. In fact, our 2021 Financial Advisor Transition Survey Report showed that while transitions were down from 2020, they were still marginally higher than other years prior.

If you’re thinking about making a move and finding a new home for your business, it’s important to think through what matters most to you. The first step when looking into a transition is to establish your must-haves. Create a checklist of dealbreakers and dealmakers. What do you need to bring your business to the next level?