• When choosing a custodian, remember: You’re the consumer now, not an employee. You can use the business you’d provide as leverage to find a custodian that meets your needs. People coming out of wirehouses are all too accustomed to getting short shrift from their own companies’ brokerage operations. When you become independent, you become the client, so act like it by interviewing prospective custodians to determine their potential level of commitment to helping you with day-to-day operational issues, containing costs, and most of all, growing your business. Make sure your custodian is interested in helping you, and not just interested in your assets.

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