Archive Available – On Demand!

Hosted By: Registered Rep
A Registered Rep Webinar
When is the right time
to go fee-only?

Archive Available – On Demand!

Becoming an independent RIA is a serious career step. And while this business model is experiencing rapid growth, many advisors are still unclear about its unique benefits.

Even if you’re already a successful wirehouse representative or independent contractor advisor, an independent fee-only practice gives you the potential to serve clients better, gain independence from large brokerage house restrictions, build equity in a firm you own, and receive up to 100% payout.

But when should you make the transition? During this free Web seminar on Wednesday, January 30th at 4:00pm EST, attendees will gain key insights from two industry experts:

  • Rebecca Pomering, principal of Moss Adams LLP, will focus on practice management considerations, such as strategy, financial management, and human capital. Speaker Bio
  • Danny Sarch, founder and president of Leitner Sarch Consultants Ltd., will explain how to evaluate your options and how to select a custodian. In addition, you’ll hear from two advisors who recently made a successful transition. Speaker Bio

To learn more about how this business model can offer the greatest personal and financial reward, register today.



Archive Available – On Demand!

Sponsored By: Raymond James

Archived Webinar



PRESENTERS



Rebecca Pomering Principal
Moss Adams LLP



Danny Sarch
President
Leitner Sarch Consultants, Ltd.


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