Skip navigation

Leave bank => take assets = lawsuit?

or Register to post new content in the forum



  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Oct 16, 2016 11:28 pm

Curious what any of you guys with first-hand experience/knowledge of this think:

If you were a successful advisor at a bank (non-broker protocol firm) and you leave - what steps would you take to transition as smoothly/safely as possible?