Consider this: You’re a long-tenured, top advisor at the same firm for most of your career, and you’re looking to work another five years or so. Some initial introspection is telling you that where you are now may not be where you want to be when you retire. The freedom, flexibility and support you had hoped for at this stage just isn’t there, and you worry that leaving the client relationships you have spent a lifetime building just isn’t quite right. Yet you wonder if a move so close to retirement might not be ideal—causing far more disruption than it’s worth.
Source: Move Once, Monetize Twice | Careers content from WealthManagement.com