Chad’s dissatisfaction with his bank dealer reached a peak when he was assigned a new
Regional VP with whom he repeatedly clashed. After 18 years at the bank he started to hate his
job. An advisor friend recommended his dealer and Chad made a hasty decision and switched.
Chad regretted his decision soon after his botched transition kicked off and he started asking
himself if he was in the right career!
Chad was approached by an Advisor Hunt Consultant who quickly understood his concerns,
evaluated the parameters of his practice and presented Chad with several handpicked dealers
that could serve Chad’s clients and provide the support and freedom that Chad needed. Chad
met with four dealers and after a thorough due diligence Chad changed dealers a second time.
Chad wishes that he had taken a more deliberate approach at the time of the first move, but he
is happy that it has worked out and he retained most of his clients. “Two moves in a short time
was too much for a few of my clients. I would have kept them all if I had gotten my move right
the first time.”
