You have undoubtedly heard stories about brokers changing firms who experienced everything from a minor disruption in revenue to an all-out career catastrophe. While you cannot anticipate every event, there is one thing you can do: Plan your work, and work your plan.
As a broker, once you have made a final decision to either change firms or go independent, you need to carefully review the impact your move will have on your current practice and on your book of business.
