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Danielle White on Busting the Myths of Going IndependentDanielle White on Busting the Myths of Going Independent

Danielle White, CEO of Myriad Advisor Solutions, outlines key strategies to a successful independent transition.

Shannon Rosic - Moderator, Director of WealthStack Content and Solutions

April 3, 2023

 

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Going independent does not have to be too hard or expensive, says Danielle White, CEO of Myriad Advisor Solutions. Whether starting out on your own or growing an existing independent firm, thousands have relied on Myriad’s experience to navigate the hurdles of an independent transition. The key? Aligning goals and implementing strategies specific to the needs of your practice.

About the Author

Shannon Rosic - Moderator

Shannon Rosic - Moderator

Director of WealthStack Content and Solutions, Informa Connect

Shannon Rosic is the Director of WealthStack Content & Solutions at Informa Connect. In this role, Ms. Rosic supports and drives the omni-channel growth and development of WealthStack, the fastest growing and most credible event dedicated to technology in the wealth management industry. She also serves as the market-facing representative for the group, and regularly hosts webinars, podcasts and video series.

See more from Shannon Rosic - Moderator