Advisors Going Independent Hot
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Advisors Going Independent is a free resource dedicated to helping financial advisors formerly associated with regional brokerages and wirehouses to become independent advisors. Advisors going independent get free access to vital resources including:
- One-hour videos about operations, compliance, and marketing
- Research from consultants and thought leaders
- Ratings by independent advisors of practice management apps
- Access to a practice management portal for independent advisors
Going independent may be the best decision of your career, but you must know about:
- how to ask clients to transfer assets
- activities that can expose you to legal action
- starting an RIA and affiliating with an independent B/D
- a CRM system for managing clients and staff
- how you’ll deliver and maintain financial plans
- providing performance reports to clients
- processes ensuring operational efficiency
- marketing and client communications solutions
For immediate help with these issues, view our webinars and sign up for our practice management portal and online community for independent advisors.
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