Greatest Hits: Stop Waiting - Your Deferred Comp is a Trap

Is 2026 the best year in history for a financial advisor to make a move?

Transition packages are at historic highs. Firms are more aggressive than ever in recruiting top talent. And for advisors who are sitting on deferred comp or waiting for a retirement package to vest, the math may not be working in their favor.

Waiting sounds reasonable. Until you run the numbers.

Protect what you have built. Let the deferred comp vest. Move when the timing is right.

But is waiting actually costing you more than you realize?