Managing the Independent Practice
Taking Control: Exploring Independence
Did 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.
Related Resources
Are You Ready to Break Away from the Wirehouse?
Moving to the independent channel today poses fewer barriers than in years past. Technology advancements, compliance support, ...
Start Reading
Evaluating the Cost of Doing Business: Wirehouse Vs. Independence
When thinking about leaving a wirehouse, the change in compensation will likely be a major factor in the decision. But you may ...
Start Reading
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 ...
Start Reading