Do You See Independence in Your Future?Do You See Independence in Your Future?
From advisor to entrepreneur, determine which approach is right for you.
December 14, 2022
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When it comes to going independent, the “why” is clear: nine out of ten breakaway advisors cited higher autonomy, higher payouts, and the ability to build enterprise value as their top factors in making their move.*
But beyond the “why” of independence, there are many questions to consider:
What does independence actually look like?
Which costly mistakes do you need to avoid when making the transition?
Which affiliation model is the best fit for you?
Which entrepreneurial skills will you need to develop to succeed?
Can outsourcing help you create more time to serve your clients?
Are you trading your time for income, or building a legacy? We’ve put together a comprehensive guide to help you navigate your journey as an investment advisor, so you can weigh your options and make an informed decision.
Download now.
*Cerulli Associates: 2021 Broker Dealer Marketplace Overview
