Should I Stay or Should I Go?

A common question for advisors when analyzing their career options. To help answer this question, I maintain a database of articles addressing different concerns for different types of advisors. I even break up the articles into different industries too.

Below is a list of “Should I Stay or Should I Go” articles that I have available. If you’d like a free copy of any of them, please just send me an email to jeffev@evanelloent.com.

Thanks and best of luck during your transition.


Should I Stay or should I go – RIA?

Should I Stay or should I go – to an Independent BD?

Should I Stay or should I go – Insurance BD?

Should I Stay or should I go – Bank BD?

Should I Stay or should I go – Wirehouse?

Should I Stay or Should I go – Super OSJ?

Should I – Use Third Party recruiters?

Should I Stay or Should I go – to a new Custodian?

Should I Stay or Should I go – Salary vs Independent Contractor?

Should I Stay or Should I go – Over Payouts?

Should I Stay or Should I go – Over Technology?

Should I Stay or Should I go – To a Firm Owned by Private Equity?

Should I Stay or Should I go – To a Firm Publicly Held?

Should I Stay or Should I go – To a Firm Private Held?

Should I Stay Or Go – To or From a Salaried position?