The 6 Questions Every Advisor Should Ask Before Moving
Compensation gets all the attention, but the advisors who thrive after transitioning focus on these six dimensions first.
6C Framework
We believe exceptional advisors deserve more than placement. That's why we partner with industry leaders to bring you tools, insights, and support that help you thrive - before, during, and after your transition.
We love this industry and the advisors who make it great. The resources on this page reflect that - they're our way of adding real value to your career, wherever it takes you. Whether you're actively exploring a move or simply looking to grow where you are, we hope you'll find something here that helps you build a more fulfilling practice and life.
We've combined our own expertise with trusted partners because advisors deserve support that goes beyond the placement.
Market insights, deal trends, and strategic guidance from Rick Kerstiens and the Continuum team. Make your next move with full information, not just promises.
Deepen client relationships and differentiate your practice with the Advisor 3.0 model - moving beyond investments and financial planning to transformational life planning.
Align your career with what matters most. Evolation's "whole person" approach helps advisors and leaders find purpose, clarity, and sustainable success.
When you work with Continuum, you receive a comprehensive client experience analysis through Relational Advisor's Advisor 3.0 platform, giving you a clear view of what's working, what's not, and how to elevate client relationships from day one at your new firm.
Learn About This Benefit →Investment Planning + Financial Planning + Life Planning. Only 1-5% of advisors offer all three. This program helps you join that elite group and create unbreakable client bonds.
Perspectives on transitions, practice building, and the evolving advisor landscape.
Compensation gets all the attention, but the advisors who thrive after transitioning focus on these six dimensions first.
The advisors winning in 2025 aren't competing on performance or fees. They're competing on depth of relationship.
After coaching hundreds of professionals through major career decisions, here's what actually predicts success.
The deal is done. Now what? A realistic look at the transition timeline, common surprises, and how to set yourself up for a strong start.
Relational Advisor and Evolation Consulting are independently owned companies - we don't have financial stakes in each other's businesses. What we share is a belief that advisors deserve support that goes beyond the transaction. I've watched the team at Relational Advisor help advisors transform their client relationships, and I've seen Evolation guide professionals through career decisions with rare clarity and care. These aren't vendor relationships. They're people doing exceptional work that I'm proud to connect you with.
A confidential 30-minute call could clarify your next step. No pressure, no obligation - just honest guidance.