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Summary: Before changing firms and or business models thinking, planning and strategy are required. First of all, review your needs If you are with one of the major firms that has signed the Broker Protocol (note to yourself – find out if yours has) there are certain rules by which you must abide, or risk being sued by the firm you’re leaving. Look for firm with the right culture fit for you, and culture fit does not mean payout. When you decide what is right for you you’ll have the time of your life!
 All these years you’ve been working to help your clients achieve their goals and dreams and now it is time for you to untether that mooring and sail away for a life of hard work, fun, and pleasure in what you can accomplish – all the reasons you got in to this great business in the first place.”Mag Black-Scott, President and CEO of Beverly Hills Wealth Management |
This article contains great questions to begin your thought process and planning as you contemplate a move.
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