How To Go Independent

An objective source to learn about independent business models

HTGI 032: What client info can I take with me when I go independent?

PodcastSean KernanComment


Preparing to go independent can be complicated. The "Broker Protocol" gives us a framework for the legal considerations when changing firms. I'll also talk about a great article on Protocol by Michael Kitces. 

In this episode you will learn....

  • What information you get to take with you when you change firms
  • How clients might react when you decide to change firms
  • Other good resources you might use when making the decision to change firms

Link to articles mentioned in the episode:

Have questions about this episode or questions about going independent?

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