Ultimately, clients identify with the financial advisor, not the brokerage firm. I [now] own my book of business. That’s very powerful. My clients are my clients.”
Todd Knickerbocker
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Summary: Advisors who break away from wirehouses or big regionals don’t expect a goodbye kiss. Instead, they often get hit right in the gut. ThinkAdvisor’s recent story about Edward Jones’ alleged treatment of feisty breakaway advisor John C. Lindsey, who fought back and won when the firm sued him for $5 million, struck a major chord with other advisors, especially those whose dream jobs turned into nightmare alley when they resigned.
Ultimately, clients identify with the financial advisor, not the brokerage firm. I [now] own my book of business. That’s very powerful. My clients are my clients.”
Todd Knickerbocker
|
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