As we close out another year marked by significant transition activity in the financial advisory space, it’s clear that for many, the decision to move isn’t just about dollars and cents—it’s about satisfaction, growth, and building a better future.

Still, skepticism lingers among advisors weighing their options. If you’re one of them, let’s take a look at the numbers.

The Transition Timeline: Faster Than You Think

One of the biggest concerns for advisors is the time and disruption a transition might bring. However, recent data from LPL Financial should put some of those worries to rest. In 2023, the average transition took just 45 days. Even more encouraging, advisors were able to transfer an average of 87% of their AUM within the first two months.

For those who value speed and simplicity, services like 3xEquity offer a game-changing advantage. They provide a faster path to multiple offers from top broker-dealers, empowering advisors to take control of their careers with less hassle.

Is the Grass Greener on the Other Side?

The short answer? Yes.

According to Fidelity, nearly all advisors (92%) who transitioned in recent years report being happy with their decision. But it’s not just about personal satisfaction. A significant majority (80%) say they are in a better financial position post-move.

And the numbers back it up: advisors who’ve been with their new firms for three to five years saw an average AUM increase of 59%—jumping from $105M pre-move to $167M post-move. That kind of growth is not just career-altering; it’s life-changing.

Perhaps most telling of all, satisfaction skyrocketed after the move. Before transitioning, only 8% of advisors reported being satisfied with their firm. After making the leap, that figure surged to 67%.

Making the Move Easier

For those still on the fence, the good news is that the process doesn’t have to be daunting. Transition consultants, like those at 3xEquity, remove the hassles, helping you remain laser-focused on serving your clients. Their expertise turns an intimidating process into an empowering experience, offering you tailored solutions and support every step of the way.

As 2025 approaches, it’s worth asking yourself: Am I truly satisfied where I am? If the answer is no, the data tells a compelling story—it might be time to take the leap. Because while money might not buy happiness, moving to the right firm just might.