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Why a down market won’t deter advisers from switching firms

Advisers today are financial 'life coaches' who need to feel they're in the right place at the right time to build the kind of effective relationships that are at the core of their practice.

There may never be a “perfect” time for a financial adviser to switch firms. But there is a “good” time — and that's whenever the adviser is ready.

Advisers shouldn't let the current market environment deter them from making a move if they've done their due diligence and believe they've

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Why a down market won’t deter advisers from switching firms

Advisers today are financial 'life coaches' who need to feel they're in the right place at the right time to build the kind of effective relationships that are at the core of their practice.

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