Protocol or Not: 7-Steps for Financial Advisors [Infographic]

Diamond Consultants Post-Protocol-Infographic

A shareworthy Infographic for Financial Advisors

Here are 7 thing financial advisors should be doing now, even if you’re not planning a move. Just rollover the image and click to share!

 

 

Related Topics…

What you need to know about UBS leaving the Protocol

Exiting the Protocol: What does it mean for advisors?

What’s the Protocol for Change for Non-Protocol Advisors?

Podcast: Mindy Diamond on Independence