I had that happen to me. Great broker with a large firm. He started a boutique outfit with two other guys. I trust him but "What if he gets hit by a truck?" or the like? Insurance of various sorts can also be an issue IMHO. I opted not to go with him but remain with the large firm as the situation did not pass my 'sleep at night' test.
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"No one is more hated than he who speaks the truth." Plato
“To argue with a person who has renounced the use of reason is like administering medicine to the dead.” Thomas Paine
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