Moving to the independent channel today poses fewer barriers than in years past. Technology advancements, compliance support, and improvements in transitioning client accounts have simplified the process for advisors. So, are you ready to break away from the wirehouse? Find out.
In just a few minutes, you’ll be able to gauge your readiness for independence and receive resources to help you get there.
Choose one answer for each of the following five questions.
Completing the quiz gives you access to resources tailored to your own journey to independence.
Good luck!