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Roadmap Planning

Braxton Roadmap Planning

When you make the decision to become an independent Advisor you are taking the first step toward establishing your own business. Successfully setting up your own practice requires careful planning and attention to detail. There are a number of things you may need to consider in the planning process. The Roadmap Planning Tool can help guide you through some of the critical elements, and develop your own personal checklist and timelines to support a successful transition. Let us help you get started.

Features Include:

  • Valuable information on setting up your firm, from operating structure to compliance, insurance, technology, marketing, and opening accounts.
  • Detailed guidance for each of the key steps in the process.
  • An interactive calendar to view required tasks, timeframes, and progress to date.