What are the top 5 do’s and dont’s of preparing your broker protocol spreadsheet and why preparing your spreadsheet correctly is essential. Elite Consulting Partners CEO Frank LaRosa discusses the top five do's and don'ts of broker protocol spreadsheet preparation and other important broker protocol considerations for advisors considering a transition in this episode of 'The Financial Advisor's Advisor.'To learn more visit <a href="http://www.eliteconsultingpartners.com">www.eliteconsultingpartners.com</a>

What are the top 5 do’s and dont’s of preparing your broker protocol spreadsheet and why preparing your spreadsheet correctly is essential.Elite Consulting Partners CEO Frank LaRosa discusses the top five do's and don'ts of broker protocol spreadsheet preparation and other important broker protocol considerations for advisors considering a transition in this episode of 'The Financial Advisor's Advisor.' To learn more visit www.eliteconsultingpartners.com

What are the top 5 do’s and dont’s of preparing your broker protocol spreadsheet and why preparing your spreadsheet correctly is essential. Elite Consulting Partners CEO Frank LaRosa discusses the top five do's and don'ts of broker protocol spreadsheet preparation and other important broker protocol considerations for advisors considering a transition in this episode of 'The Financial Advisor's Advisor.'To learn more visit <a href="http://www.eliteconsultingpartners.com" rel="noopener noreferrer">www.eliteconsultingpartners.com</a>

Top 5 Do’s and Don’ts of Preparing a Broker-Protocol Spreadsheet

Advisor Talk with Frank LaRosa offers unfiltered guidance and advice for financial advisors, wealth management professionals, and entrepreneurs alike who are interested in maximizing both their business and personal potential. Informed by Frank's unique insights and his personal conversations with industry leaders, the dynamic discussion topics of Advisor Talk include business ownership, leadership, practice management, transition and recruiting, marketing and branding, as well as a host of financial services related topics related to wirehouse, regional, and RIA advisors, firms, and teams. Frank’s goal, and the goal of his team at Elite Consulting Partners, is now as ever to be the go-to resource for actionable information and trusted guidance to elevate you and your career at whatever stage you may be.

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Top 5 Do’s and Don’ts of Preparing a Broker-Protocol Spreadsheet

Top 5 Do’s and Don’ts of Preparing a Broker-Protocol Spreadsheet

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