How to Choose the Best Firm Partner for You

Financial advisors rely on their relationship with their firm partner for a variety of functions, from back-office support to practice management, but there’s a difference between firms that provide a service and those that allow you to elevate your practice and grow your business. If you’re considering switching firms—and especially if you’re making a move from the wirehouse to the world of independence—choosing the best firm partner means looking beyond a big name, shiny sign-on bonus, and slick marketing to consider the importance of fit.

Unsure where to start? Ask yourself the following questions to help you decide if a firm partner is the best choice for you, your business goals, and your clients.

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