Looking for a change of scenery
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Taking a big check is never a reason to move. Doing what’s best for your clients is the only reason to change firms. If you can lower their costs, have better options for clients AND be more independent while earning more... now you’re talking! #UnitedPlanners

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Nope.

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The only move you should consider is to independence

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How big are we talking ?

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Go Indy. The check is a lie

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The math works better for the long term. Not to mention the tax advantages of being Indy. Also, Morgan Stanley and UBS are happy to say they own your clients once you get there

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And so does Jones ......

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7 Habits of Highly Effective People

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