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To Be Independent

To be an Independent Advisor

Understanding your true motives for seeking independence and taking the time to evaluate the different routes available can be essential for long-term success. Here you will learn more about:

  • The top three reasons advisors decide to be independent
  • Equity value against taking a upfront check
  • Real-life examples
  • The pros and cons of joining an established professional firm, partnering with a third party and starting an advisor firm