Tom Walrond, North Atlantic regional director with Raymond James & Associates (and a very successful recruiter in his own right) says,
"The key to a successful transition is to thoroughly plan and prepare for moving your practice. The amount of time you invest on the front end is directly correlated to the success of the transition."
A recent article by Danny Sarch for OnWallStreet.com emphasizes the importance of observing Broker Protocol using the all important “transitional” spreadsheet…well worth the read