Summary
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?
Shoot me an email at sean@indyFA.com
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