Insights & Perspectives from Joshua Tomolak

Joshua Tomolak

Vice President of Independent Advisor Services – A level-headed, mission-oriented guide who approaches each advisor and business as a unique mission—providing focused guidance whether they’re interested in joining another firm or model. Learn more...

Most Recent Articles

The Four Horsemen of the Independent Apocalypse

By Joshua Tomolak, FA-Mag.com - Model or partner misalignment is often the driver of these four common frustrations independent advisors encounter.

5 Steps You MUST Complete to Ensure You’ve ACTUALLY Done Your “Due Diligence”

By Joshua Tomolak, FAMag.com - A strategic approach to balancing your fiduciary responsibilities with the demands of running your practice—while keeping a pulse check on opportunities for the future.

From Practice to Enterprise: Independent Paths for Advisors Managing $500mm or More

By Joshua Tomolak, InvestmentNews - For entrepreneurial advisors questioning the best next step for their business, the independent space offers several options—yet there are four that provide the highest level of freedom and control for those who manage over $500mm.

Built to Grow: Independent Paths for Advisors Managing Assets in the $250mm Range

By Joshua Tomolak - For those advisors in the $250mm asset range who are looking to break free of the limitations on their ability to grow and serve clients, the independent space offers several viable.

Emerging Enterprises: Independent Paths for Advisors Managing $100mm or Less

By Joshua Tomolak – In a world that seems to focus on billion-dollar firms making the leap to independence, advisors at a lower asset threshold are wondering how they too can gain greater freedom and control. Here are 4 solid options.