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

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What are the top 5 do’s and don’ts 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.’

 

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