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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
