Demystifying the Independent Channel

Taking Control: Exploring Independence

Covers_052622Did you know that 89 percent of advisors who are looking for independence want more autonomy over their business, and nearly all of them want higher payouts?

In Demystifying the Independent Channel, the first white paper in a four-part series from Cerulli Associates, you’ll find a further breakdown of which advisors seek independence, and why.

You'll also discover what it really means to manage your own business, and how advisors can make a successful transition. Independence varies for everyone, but there’s an affiliation model that will meet you where you are.


Send me my free copy of Demystifying the Independent Channel.

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