---
title: 12 Questions Many Advisors Fail to Ask When Changing Firms
description: Many advisors considering a firm change often overlook seemingly obvious questions to ask a prospective new firm. These 12 questions will help guide you.
image: https://whitepapers.advisor-news.net/hubfs/USAF_Master-Logo_2022.png
---

**  
Edit BG  
Image

[![USA Financial Logo](https://whitepapers.advisor-news.net/hs-fs/hubfs/USAF_Main-Logo-Reversed_White_2022.png?width=150&height=73&name=USAF_Main-Logo-Reversed_White_2022.png "USA Financial Logo")](https://www.usafinancial.com/)

# 12 Questions Many Advisors Fail to Ask Before Changing Firms

![12-Questions_Cover](https://whitepapers.advisor-news.net/hs-fs/hubfs/12-Questions_Cover.jpg?width=350&height=453&name=12-Questions_Cover.jpg "12-Questions_Cover")

## If you're thinking about a firm change, it is imperative to *ask the right questions*.

### This whitepaper will reveal...

- A few of the most critical questions to ask before making a change.
- How to easily identify whether a new firm might be the right fit for you.
- Two “must-ask” questions about compliance.
- Why the most common question asked of a new firm may not be the most important one to ask!

“The decision to change firms is not a decision to make without careful consideration and can have a significant impact on your business - positive or negative.”

**-Mark Mersman  
****CMO, USA Financial**

[![USA Financial Logo](https://whitepapers.advisor-news.net/hs-fs/hubfs/USAF_Master-Logo_2022.png?width=150&height=95&name=USAF_Master-Logo_2022.png "USA Financial Logo")](https://www.usafinancial.com/)