Advisors who left non-protocol firm, how did your transition to independence really go?
I’m exploring a move from a non-protocol firm to an IBD, and while I keep hearing the success stories, I’m curious if there are any realistic or even negative experiences out there.
What went wrong during your transition? What would you do differently? Were there any surprises with client retention, legal pushback, or firm pressure?
Appreciate any candid insights—especially the stuff people don’t usually talk about.
TIA!
Posted May 4, 2025, 4:44 PM UTC
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