The Second Biggest Free Agent Move Of The Year: You

Say what you will about his golf game, Tom Brady’s departure from the Patriots to the Buccaneers will likely go down as one of the biggest free agent moves in NFL history.  Brady more than any other QB has systemized success.

Leaving the Patriots after 20 seasons (9 Super Bowls/6 rings) seemed unlikely, but that is in the past.  Brady did what he thought would put him in the best position to succeed moving forward and that lesson should resonate with advisors, too.

How long have you been with your current BD?  Is the relationship still as strong?  Do you feel like they have your best interests in mind?  How have they stepped up to help you and your clients during these challenging times?

Brady and the Patriots were seemingly one and the same…two decades and a lot of success will do that.  But Brady sees something on the other side.  Something worth pursuing.  Is it time you consider what else might be out there for you and your clients?

 



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It’s one of the most important—and personal—questions a financial advisor can ask. Whether it’s frustrations with admin fees, limited platform flexibility, or just a gut feeling that you’ve outgrown your current firm, the decision to move shouldn’t be rushed. The right time to leave isn’t just about market timing—it’s about life timing.

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