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In the News

Preparing for the Post-Protocol World

Posted by Barbara Herman

On Wall Street

8 things advisors need to do now, whether you’re thinking of making a move or not.

With Morgan Stanley and UBS officially out of the Broker’s Protocol, advisors need to prepare for life after the Protocol.

More specifically, how you can best position yourself should you want to consider making a move in what has quickly become a “post-Protocol world”.

So put aside the feelings of fear or anger and focus instead on some changes that you should incorporate into your daily routine.

Click here for 8 tips to start with…

 

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About Barbara Herman

Senior Vice President – Known for her sound advice, unique perspectives and ability to identify creative solutions. Barbara has developed deep and longstanding strategic relationships with financial services firms – from wirehouses to boutiques, as well as the diverse independent space – and works with some of the most sophisticated teams and individual advisors. Learn more...

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