Start with a clear conversation.
Talk directly with Rick about your practice, the options in front of you, and what still needs to be pressure-tested before you decide.
Send Rick a note.
Share as much or as little context as you want. A short note is enough to start.
What advisors usually ask first.
If your question is not here, send it with the form or raise it directly with Rick.
Will my current firm find out?
No. Continuum does not contact your current firm without your explicit permission. The first conversation stays between you and Rick.
Do I need to be ready to move?
No. You can use the conversation to test a concern, understand your options, or confirm that your current platform still aligns.
What should I prepare for the first call?
Nothing formal. It helps to know what prompted the conversation and what you would need to preserve in any future decision.
Are there fees or firm affiliations?
There is no cost to advisors for the initial conversation. Continuum evaluates options across broker-dealers, RIAs, acquisitions, succession paths, and staying put.