What Really Happens When Advisors Leave Jones: Client Retention Data & Myths
The biggest fear for advisors thinking about a move is client loss. Industry data tells a different story: most advisors keep the vast majority of their clients when they transition.
Why Advisors Thrive After Leaving Jones
Many advisors at the firm worry about losing clients or income if they leave. Industry studies suggest the reality is different: client retention remains strong, compensation can improve, and autonomy increases. Here’s what research reveals about why advisors thrive after leaving Jones.