Daron PachecoCEO, Howdy Media · Brand Builder

Would you risk your steady job to start your own firm?

18 Jul 2026 · 1 min

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0:49

In this segment, the speaker reflects on the challenges of leaving an established firm to launch an independent practice. They explain that legal and ethical rules prevent taking certain client information directly, so the transition must respect those constraints. The speaker emphasizes the importance of having strong client relationships, noting that most of their clients chose to follow them, which alleviated much of the anxiety about the move. While the process was initially scary, the successful client migration provided reassurance that the new venture could proceed smoothly.

Chapters

We were very blessed, uh, with the clients that chose to move with us after we moved. Uh, and in this world, it's really, uh, there's certain ways you have to do things when you leave a firm and you start your own, or you go to another firm. Like, you can't tell people up front, you, you can only— you can't take certain information. There's just certain ways to be legally, you know, bound by the previous firm that you worked for to make sure that everything works the right way. And so you hope that you've got those good relationships, right? Yeah. And so when you leave and then majority of your clients move with you in a short period of time, you know, at least that kind of, kind of takes some of the, whoo, okay, now we're, we're good to go. Yeah. And, uh, but yeah, it's a little scary for sure.