Knowledge and Insight

Succession is Not Selling Out

Added on January 2013 in Plan for the Future

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Tested in the Trenches: A 9-Step Plan for Success as a New-Era Advisor

Added on December 2012 in Book Reviews

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98% of Completed Profiles are Matched!

Added on November 2012 in Plan for the Future

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Fannie Mae and Freddie Mac: Turning the American Dream into a Nightmare

Added on September 2012 in Book Reviews

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7 Protocol Essentials for Breakaway Brokers

Added on May 2012 in Join an RIA

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Summary: Attorney Patrick Burns warns advisors to adhere to the Protocol for Broker Recruiting. He provides 7 steps to follow and tells the cautionary tale of a couple of Merrill brokers who were served with a temporary restraining order. They were caught on video taking files from their office the weekend before their departure.