Managing the Independent Practice

Taking Control: Exploring Independence

Covers_0526223Did you know that independence has been the fastest-growing form of advisor affiliation over the last decade? Within that space, there are many different affiliation models, allowing you to decide which model is best for your firm and vision.

In our third white paper in a four-part series with Cerulli Associates, Managing the Independent Practice, you’ll find a breakdown of key aspects to managing your own firm, what resources you may need, and how independence can put the power of your business in your own hands.

Dive in and learn the differences in affiliations and what your choice can mean for your business.

Send me my free copy of Managing the Independent Practice.

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