Go Independent – But Don’t Go It Alone

Enjoy independence while benefitting from logistical support, lower startup costs, shared overhead and other economies of scale. By sharing the knowledge of those who’ve already make their move, you can start building your business right away.

Set Yourself Free

It’s time to control your destiny. As an independent advisor and small business owner, you’ll be in charge of your own future.

Your success will depend on your own hard work and the quality of the guidance and service you provide to your clients. You’re free to pursue the type of client you wish to pursue, determine the work/life balance you prefer and even develop a specialized niche market for yourself. Best of all, you’ll have the chance to build something of lasting value that you can pass on or sell when you’re ready to retire.

Put Clients First

When you’re an independent advisor, you’re free to recommend investment strategies that address your clients’ needs.

There’s no pressure to push proprietary products or meet “informal” crossselling goals. You won’t have to worry about client relationships being compromised by senior management’s agenda or bad press. Putting clients first leads to better relationships, and that translates into long-term retention, increased referrals and higher income.

Own Your Own Book

As an independent advisor, the client relationships you develop belong to you and you alone.

You’ll be free to build a substantial future for yourself and your family. With each new client relationship, you’ll be building equity in your own business—creating a tangible asset that you own and can pass along or sell when you’re ready to retire.

Learn more about the advantages of going independent