The Upside of Independence: Exploring the Benefits of the Advisor Movement

Moving to a different business model can be a game-changer. Switching channels, joining another firm, or going independent as a team can offer considerable upside, including keeping talented people together and maintaining cultural continuity after the move. Read this article and learn how to succeed in moving towards independence, including:

  • 5 common motivations for switching business models 
  • Exploring the benefits of making a switch
  • 3 considerations when weighing your options for independence
  • How one advisor moved his team from a prominent wirehouse to independent firm successfully 

 

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