Breaking the Golden Handcuffs: Why Advisors Stay Too Long at the Wrong Firm

Highlights include: -The myth of the “golden” handcuffs - and why deferred comp, equity, and retirement packages might not be worth staying for -Real-life examples of advisors losing $40K/month by not making a decision -How Elite’s pro forma modeling helps advisors make sense of the math behind a transition -The psychological power of complacency - and how to recognize if you’re stuck -Why going independent can unlock new levels of energy, growth, and client engagement -The importance of exploring your options - not just financially, but qualitatively Bottom line: you don’t know what you don’t know. This episode is your invitation to challenge the narrative and take a serious look at what’s possible - before staying put costs you more than you realize. To reach out to Sue Cheema, you can find her at SueCheema@EliteConsultingPartners.com. And for Brian Lutz, email him at BrianLutz@EliteConsultingPartners.com