by Patrick M. Kelly | Apr 15, 2011 | Financial Advisors, Going Independent, Job Market
During 2010, brokers and financial advisors have continued to leap into the independent channel at a swift pace. [pullquote]…independent advisors and brokers will make more money in the next year and a half.[/pullquote] Whether it was to set up their own shop,...
by Patrick M. Kelly | Sep 24, 2010 | Breakaway Brokers, Going Independent
Are you one of the many financial advisors thinking about going independent? If so, make sure you have a solid plan. The transition process can be extremely smooth for your clients who follow if you have developed a business plan. This transition process typically...