CFI Managing Director, Eric Siber, Interviewed by Brad Wales on the Proper Way to Move a Book of Clients, Under The Protocol for Broker Recruiting

Brad Wales, Host of the Transition to RIA podcast, recently interviewed CFI’s Managing Director, Eric Siber, on the proper way to move a book of clients, under The Protocol for Broker Recruiting. As the industry’s Administrator of The Broker Protocol, we can provide your firm with expertise in Protocol related litigation matters. Watch the interview here –