Much Ado About Nothing - The Protocol Non-Event

Advisor Talk with Frank LaRosa · Nov 19, 2020 · 14m

In the past, whether a firm was or was not in protocol played a major role in an advisor's decision to move firms. Afterall, non-protocol firms were sending the none to veiled message that clients were theirs and not advisors. This left non-protocol firm advisors to question - 'if I make a move, how does it impact my future success'. The answer to that question is it doesn't, as discussed by Elite Consulting Partners CEO Frank LaRosa and Dale Dempsey in an episode which outlines just why protocol doesn't matter any more when it comes to your decision to make a move.

Discussion topics include…