In this episode of Advisor Talk with Frank LaRosa, Frank is joined by his co-host Stacey Frank for an in-depth, no-fluff conversation about what actually happens during a financial advisor’s transition. From planning timelines to the emotional rollercoaster of leaving a firm, they unpack the real-world complexities of making a move - and how to navigate them successfully. Frank and Stacey break down the client communication do’s and don’ts, the risks of delaying a move once your mind is made up, and the often-overlooked power of viewing the transition as a growth opportunity - not just a change in scenery.