A recent Reddit post titled “Would you switch firms in this market?“ caught our eye. It’s a great question and likely one that’s on the mind of many advisors—whether they were mid-process on a transition or were considering dipping their toe in the water. With markets experiencing increased volatility, the timing of a move can feel uncertain. But in reality, waiting for the “perfect” moment is often a losing game.
In fact, market turbulence can present unique opportunities. Clients are more likely to take your calls, as they’re actively seeking reassurance and guidance. A transition, when positioned correctly, isn’t just about a move—it’s about upgrading your ability to serve your clients. If a new firm offers better technology, superior products, and improved resources, that can be a game-changer in helping clients navigate uncertainty with greater confidence.
Consider this: just a few weeks ago, markets were at their peak. Could stability come just as quickly? Will you wish you were further along in the process in a few weeks? The reality is that trying to time a move—just like trying to time the markets—is nearly impossible. What matters most isn’t when you move, but why you move. If an opportunity is the right fit for you and your clients, that’s what should drive your decision.
And when making a move in volatile times, working with a transition consultant becomes even more valuable. The right consultant takes care of the heavy lifting—handling securing offers (while keeping you anonymous), meeting logistics, and much more—so that you can stay focused on what truly matters: your clients. Keeping them informed and reassured through a transition is critical, and with expert support behind you, you’ll be free to have those conversations without distractions.
At the end of the day, the question isn’t just whether you should switch firms in this market—it’s whether the right opportunity is on the table for you to move to. If it is, waiting for the “perfect” time could mean missing out on the best fit for you and your clients.
Curious to get started? 3xEquity is ready to help you find your best fit. Follow this link to begin.
