You have one chance to show clients why you started your own firm, and most importantly, how they will be better off.

When I told a friend of mine who works in the registered investment adviser world that my team and I were breaking away from the wirehouse channel to start our own business, she texted me back.

“Are you ready?” she said. I asked her what I was in for.

“Give it a few months,” she said.

There are a lot of people who’ll tell you that breaking away was the best thing that happened to their careers. Many of them will generously share the sense of fulfillment they feel being a bigger part of a smaller business and the resources that helped them along the way. But almost no one tells you the initial workload will be breezy and stress-free!

RECENT INSIGHTS

September 21, 2022

Barry plans to introduce more alternatives and active strategies to Summit’s TAMP.

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September 21, 2022

Merchant-backed RIA brings on veteran investment professional to advance firm’s overall investment services for advisors.

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June 1, 2022

There’s no universally correct direction for every breakaway to take. What works for some may not be the right solution...

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