The Diamond Podcast for Financial Advisors

The Diamond Podcast for Financial Advisors


Beyond the Risk: What’s Driving Non-Protocol Advisors to Independence?

July 12, 2018

No doubt that the breakaway movement shows no sign of abatement and, in fact, almost every day we learn of yet another advisor who has chosen to leave their traditional brokerage firm for the greater freedom and flexibility of independence. And while any advisor who chooses to leave the mother ship is courageous in giving up the comfort and turnkey support of a major firm, it is especially brave when an advisor from a non-Protocol firm chooses to make the leap.