Time Your Move Around These Factors

There are many factors to take into consideration when you are thinking about … [Read more...]

How and When do You Tell Your Team

Any discussions around moving your business should be kept at the … [Read more...]

What to Say to Clients

As much as moving to a new firm is about you and your team, the most important … [Read more...]

Avoid These Transition Pitfalls

Now that you have your deal and are in the final negotiations, you must turn … [Read more...]

How to Resign from Your Firm

Move Midweek Advisors used to always move on a Friday.  The reason for a Friday … [Read more...]