Is there life beyond the wirehouse? For some advisors, the answer is yes. But how do you know if you’re cut out to break away? And, if you do, how will you find a firm partner that supports your independence the way you need them to?
Our quick and easy quiz can help answer these questions. It will provide insight into the type of advisor you are and lay out actionable steps to help you find the firm partner that’s the best fit for you—and your future.
Directions:
Choose one answer for each of the following five questions, selecting the response that resonates most with you.