With everything going on in the economy and the state of the financial services industry, is now the right time to make a transition to an independent business model? Whether you choose to affiliate with an established branch or build your own independent office, the benefits of independence may be more relevant than ever.
Listen to Is Now the Time to Go Independent?
Virtual roundtable with independent advisors Arthur Cooper, Bill Glubiak, Clyde Wyatt, Don Patrick and Kathy Goss
This podcast will let you hear what it really means to be independent – and provide information that can help you decide whether it's right for you.
Also ... Download the Going Independent Quiz! How do you rate?
Ideas and tips from Marie Swift, a nationally-recognized consultant who's worked with some of the top financial advisory firms nationwide for nearly twenty years. This blog spotlights financial services firms and allied institutions that Swift deems as adopting "Best Practices" in the industry. Swift also shares some of her own tools and ideas aimed at helping independent financial advisors.
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