ADVISOR TRANSITIONS

The Only Impossible Journey is the One You Never Begin

The hardest part of any change is making the decision. Let us help determine if this journey is the right one for you. To start, think about the answers to the following questions and then call us for a confidential conversation about which affiliation model would be the right fit for you.

  • Does your team want to create its own brand identity and not rely on the reputation of a corporate parent?
  • Do you crave an independent status, but not want to manage the compliance risk?
  • Has going independent always appealed to you but you just couldn’t imagine managing the process?
  • Would you like to invest for your clients the way you see fit and not be held to restrictions or proprietary product quotas?
  • Do you enjoy managing the set up and operations of your firm or would you rather offload them to experts?
  • Do you want to leverage best-in breed, fully integrated technology for your practice or do you prefer to select your own and train your staff?

These are just a few of the things to consider when contemplating making a transition. We can help you think through the answers to these questions and guide you to the right independent destination.

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