Brian Hamburger

Brian Hamburger, founder of the Market Counsel and Hamburger Law Firm, shares his expertise on transitioning from broker dealers to independent advisory firms. He discusses crucial DOs and DON'Ts to ensure a smooth shift. The conversation covers the complexities of advisor transitions, the role of tailored strategies, and maintaining client relationships through social media. Hamburger emphasizes the need for strong personal convictions in decision-making and the challenges posed by remote work dynamics, highlighting the importance of discretion and alignment with personal values.