Managing your practice, your way. Sounds nice, doesn’t it?
Download our free case study to learn how one advisor made the transition to happiness.
How do advisors leave the employer-based channel stress free? John Pratti did it by finding a collaborative partner who was right for him. Building Your Best Practice On Your Terms tells the story of how his move to independence and client focus led to revenue growth and a better work-life balance.
You’ll take a deep dive into:
- What drove John’s need for change
- How Commonwealth supported his goals
- How he more than doubled his fee-based AUM since joining