(1) RRs at another B-D can collaborate immediately. We have aBD Fee-Share Agreement to add both (a) mandates (yours and ours) and (b) Approved Investors (yours and ours).
(2) RRs can join 361Firm and stay independent but enjoy lower BD fee percentages, lower annual costs, and inside access to 361 investors and deals - see 361firm.com/coreaffiliate. You can also join 361 as a new RR, taking your tests to be licensed with our B-D (Finalis).