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The Advisor Mindset to Recruiting Options: Passive or Poised

  • On December 14, 2017
Most advisors are not at the point in their life where they are actively looking to transition to a different firm or model today. They’re not calling recruiters or hiring managers and proactively doing due diligence on all of their options. While there are advisors who are currently actively looking at recruiting options, most advisor […]
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Merrill Advisors: Your Protocol Domino Falls Next

  • On November 29, 2017
You have days, not weeks, to ensure choice Two down and one to go… UBS, a founding member of Protocol, has announced they are following Morgan Stanley in exiting Protocol. The pullout will be effective on Friday, December 1. Like Morgan Stanley, they are only providing their advisors with a few days notice, meaning if […]
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Advisorbox Releases Recruiting Value Prop Analysis on Ameriprise Financial

  • On November 29, 2017
Today Advisorbox released their comprehensive analysis of the Ameriprise Financial value proposition for Financial Advisors. Ameriprise Financial is an independent broker dealer that has both employee and independent platforms. The Ameriprise Advisor Group, has over 2,000 W-2 advisors in traditional corporate branch offices. The Ameriprise Franchise Group, has over 5,700 advisors operating independently owned franchises […]
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Carnac: UBS Exiting Protocol in November, Merrill Lynch Exiting in December

  • On November 21, 2017
Several industry insiders for years, even a decade, have predicted the potential wirehouse exits from Protocol if the rapid expansion of Protocol firms continued, causing Protocol to backfire on the wirehouses. This has been a on and off again topic amongst recruiting circles for years. New predictions are as common as old ones. Old predictions […]
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Thanking UBS and Merrill Lynch

  • On November 21, 2017
The entire industry owes both your firms a big thank you for creating Protocol. Your vision has fundamentally changed the industry for the better over the last 13 years, and your firms take two-thirds of the credit. Protocol is highly regarded and loved nationwide by firms, advisors, and the clients who were introduced to Protocol […]
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Advisorbox Covering Legal Costs of Departing Morgan Stanley Advisors

  • On November 16, 2017
Today, Advisorbox announced an unprecedented launch of the Advisor Legal Liberty Initiative (ALLI). ALLI, pronounced (ally), is designed for advisors who used Protocol to join a firm, and then got trapped by the firm’s later abrupt exit of Protocol with insufficient notice. ALLI is an ally to these advisors. ALLI’s purpose is liberating advisors from […]
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Advisorbox: Defender of Advisor Liberty

  • On November 16, 2017
Advisorbox has been an industry advocate for Advisor Liberty since our inception. “Advisor Liberty” is the advisor’s freedom to act in the best interest of their clients and their practice. While advisor liberty can be manifested by moving to independence, it isn’t the same as independence, rather it is the freedom to choose independence, or […]
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Advisor Legal Liberty Initiative: Advisors have an ALLI in Advisorbox

  • On November 16, 2017
Advisorbox has launched the Advisor Legal Liberty Initiative (ALLI). ALLI is the liberty counter-balance for resisting corporate aggression and regression, and promoting positive progression of advisor freedoms of choice. ALLI has two primary purposes:  Cover legal expenses for advisors departing from Non-Protocol firms to help ensure a compliant Non-Protocol transition. Non-Protocol legal support infrastructure to […]
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Breakaway Advisors don’t have to be Entrepreneurial to be Independent

  • On November 8, 2017
The breakaway movement to independence is an industry mega-trend, but there are many traditional advisors at wirehouse and regional firms who wince at the thought of the responsibilities and time required to be an owner and CEO of their own firm. Statistics and survey results vary but independent practice principals can spend 40% to 60% […]
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