Leaving a firm like Jones is one of the biggest career decisions an advisor will ever face. Unfortunately, most of the information you hear inside the firm is designed to keep you from leaving. That’s why it’s critical to separate fact from fear. This guide arms you with real data, not rumors — so you can make your decision with confidence, not pressure.

Inside the Guide, You’ll Discover:

• Why client retention rates often reach 80–95% when advisors transition — and how to keep your best relationships.

• How a 40% W2 grid compares to an 85–95% independent payout once expenses are factored in.

• What transition packages really look like — and which details matter more than the headline number.

• Why independence can turn your practice into a saleable asset worth 2–3x recurring revenue.

• Where advisors are actually going — and the top reasons they say they moved.