Questions to ask
Book Portability.
Account Transferability
Determine which accounts can actually move, what requires repapering, and where transfer friction may appear.
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Product Restrictions
Review annuities, alts, 529s, insurance, UITs, proprietary funds, and non-traded products.
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Cost Basis & Legacy Data
Pressure-test cost basis, old account history, beneficiary records, performance data, and document retention.
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Client Consent Process
Understand what clients must sign, communication timing, touchpoints, and consent requirements.
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Revenue Portability
Identify which trails, advisory fees, commissions, and direct business revenue continue after the move.
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Custody / Platform Gaps
Find what cannot be held, what must liquidate, and which account types may create limitations.
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Transition Timeline
Estimate account transfer timing, complex-case delays, and what should happen after days 30, 60, and 90.
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Non-Portable Red Flags
Spot proprietary products, illiquid assets, direct business friction, missing data, and repapering fatigue.
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Advisor transition tools
Monetize, Stay, or Sell.
Use calculators, comparison tools, and due-diligence questions to decide whether staying put or making a move makes the most sense for your business.
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