Advisors often tell me they want to "do more marketing," but when I dig deeper, they're stuck in analysis paralysis, building elaborate strategies, refining value propositions, and planning event series that never happen.
Your technology matters. Your processes matter. But your team determines whether you scale or stagnate. Your people will make or break your growth story; choose wisely.
Transitioning away from your current firm is always a big step, but leaving a non-Broker Protocol firm comes with unique complexities — and potential legal pitfalls — if you're not fully prepared.
