If you’re a financial advisor questioning whether you’re in the right place, you’re not alone. Thousands of advisors change broker-dealers each year in search of better alignment, independence, or growth opportunities. But how do you know when it’s truly time to make the move? Here are five key signs:

1. Your Firm Limits Your Independence
   Are you constantly jumping through hoops to serve your clients the way you believe is best? If your current firm imposes restrictive product offerings, compliance roadblocks, or unnecessary bureaucracy, it may be time to consider a platform that supports advisor autonomy.
2. You Feel Undervalued or Underpaid
   Do you know how your payout compares to industry averages? Are your fees transparent? Many advisors leave broker-dealers that cap their income potential or offer low-value services in exchange for a high cut. If your compensation doesn’t reflect your work, you have options.
3. The Technology is Holding You Back
   In today’s environment, advisors rely heavily on digital tools to manage portfolios, onboard clients, and streamline compliance. If your current broker-dealer is using outdated tech or lacks integration, it can limit your productivity and your ability to scale.
4. The Culture Has Changed – and Not for the Better
   Culture matters. If leadership shifts, strategic direction changes, or you no longer feel aligned with the firm’s values, that misalignment can impact morale and long-term satisfaction. Trust your gut if the culture feels off.
5. You’re Curious About What Else Is Out There
   Even if nothing is “wrong,” curiosity is often the first signal of change. If you find yourself wondering about other models (like RIA platforms or independent BDs), it’s worth exploring your options with a trusted transition partner.

How We Can Help

At Advisor Outreach, we specialize in helping financial advisors change broker-dealers with confidence and clarity. Our process is personalized, confidential, and built around your goals.

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Let’s talk about whether the grass really could be greener—and how to get there smoothly.