For Advisors By Advisors - Interview with Brian Buckstein, Partner with Gonzalez, Shenkman & Buckstein, P.L. - A Lawyer for Financial Advisors Explains Moving Firms and How to Protect Yourself!

For Advisors By Advisors
01/11/2022 30 min Temporada 1 Episodio 26
For Advisors By Advisors - Interview with Brian Buckstein, Partner with Gonzalez, Shenkman & Buckstein, P.L. - A Lawyer for Financial Advisors Explains Moving Firms and How to Protect Yourself!

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Episode Synopsis

In this episode, we speak with Brian Buckstein, Partner with Gonzalez, Shenkman & Buckstein, P.L.  Brian discusses advisors looking to leave firms,  how to protect yourself in doing so, and what are the things in the contract to look for.  Brian goes over broker protocol and how that move differs with or without it.  Brian goes through how the contract language plays a huge part if there is ever an arbitration.  I hope you enjoy it!  Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.  I’m always looking to connect with like-minded creative people that are motivated and want to be better!  You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at [email protected]. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors

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