Greatest Hits: Leaving Your Firm? What Advisors Wish They Knew

Advisor Talk with Frank LaRosa · Sep 3, 2026 · 25m

Most advisors go into a transition focused on the upfront money.

Very few are prepared for everything that happens after they walk out the door.

Some surprises are good ones.

Clients move faster than expected. Assets go up, not down. The income jump is real.

But there are also things advisors consistently underestimate, overlook, and wish they had negotiated differently.

In this episode of Advisor Talk, Frank LaRosa and Stacey Frank do a post transition breakdown of the things advisors wish they had known going in, including what they underestimate about client loyalty, what they leave on the…