Rising above minutiae can offer new view of opportunities
When considering a move, it’s critical to strike the right balance between satisfying specific, objective criteria for immediate needs while taking a wider perspective of longer-term goals and shared values.
If evaluating a potential new firm was like shopping for a new car, the process would be a lot easier but unlikely to guarantee a better — or even acceptable — outcome.
Just like individuals embarking upon any decision-making process, advisers considering a move often start with a checklist o
Learn more about reprints and licensing for this article.
