Independent But Not Alone
Is it possible to find support, synergy and community in the independent space?
Advisors often worry that independence means isolation. Is it possible to be independent but still be part of a community? And what are the options for advisors who want the freedom, flexibility and control of independence, without the minutiae of running the business?
In this episode, Mindy answers these questions and more, including:
- With whom does an independent advisor brainstorm best practices and share experiences?
- Is it possible to move to independence yet only focus on managing money and nurturing client relationships?
- What are the options for plugging into an existing infrastructure, yet still being independent?
While the notion of leaving what is familiar behind can feel overwhelming, the independent space has emerged as the premier destination for countless sophisticated wirehouse teams. More and more industry innovators have stepped up to create communities, scaffolding, support and out-sourced coverage – what we call soft landing spots – allowing affiliated advisors to remain laser focused on client service.
Quasi-Independence: The Super-Sophisticated Boutique Model Taking the Industry by Storm
While the names may not be familiar yet, this is an exciting option for advisors who feel constricted by the big firms, but are not quite “entrepreneurial enough” to go it alone as an independent. Read->
What Every Advisor Wants: The 4-Legged Stool
Independence has become the industry’s hottest ticket, solving 4 key requirements with a level of stability that advisors are growing increasingly comfortable with. Read ->
Tuck-Ins: Independence for Advisors Who Don’t Want to be That Independent
Advisors who choose to join an already existing independent firm can gain many of the advantages offered by independence, yet without being bogged down by the day-to-day requirements of running a business. Read->
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