Breaking Away to Break Through: The road to independence isn’t always a straight line.
Download our free case study to learn about two wirehouse advisors who made the leap to independence.
If you’re thinking about leaving your wirehouse to start your own firm, there’s a lot to consider. And, while it’s not for everyone, it can be a very rewarding journey for both you and your clients.
Breaking Away to Break Through tells the story of two former wirehouse advisors who found success by going independent. They share their thoughts on challenges they faced, mistakes they made, and where they eventually found the best fit. By reading about their experience, you’ll learn:
- Why you may want to consider the move
- How you and your clients will benefit
- The importance of finding the right firm to partner with