Our Most Popular Downloads

Consulting Process and Relationship with Our Clients


  • Retirement Calculator Hypothetical
  • Retirement Calculator
  • To receive our Total Compensation Comparison Calculator contact us directly.

The Protocol

  • Following the Protocol
    • Guidelines to making to making a successful transition by using the protections of the Protocol for Broker Recruiting.
  • The Protocol for Broker Recruiting
    • A copy of the original document.

Due Diligence and Planning Your Move

  • Timeline for going independent
  • Timeline for moving to a W-2 firm
  • Questions to ask your new firm
  • What to look for in a new firm
  • How Transition Bonuses Work
  • Client Segmentation
  • Legal Needs
  • Pre-departure conversations with clients
  • Departure Instructions: how to execute a smooth departure