webinar

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.

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