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How do brokers move/relocate?

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May 16, 2006 4:42 am

When you become a FA/Broker, what do you do if for family reasons, you have to move or relocate to another city or state?

Has the twists and turns in life forced any of you to consider moving/relocating (anywhere from 100 miles away to another city, to another state altogether?)  How did you handle that in terms of business?  Do you find it worthwhile to start again, or, are there ways around it?

May 16, 2006 5:16 am

My mom's uncle's son or something like that moved halfway across the country.  For him he moved to where a majority of his clients were retiring and now travels between the two places to do business.  My parents on the other hand moved out of state where their FA is and now primarily do everything by phone.

I would say the determining factor on keeping clients if you move would be how strong your relationships are.  Some clients may be comfortable doing things over the phone and some may need that physical meeting, it just depends.

May 16, 2006 6:21 pm

Joe Da Man went from NY to St. Louis…ask him…