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

February 5, 2024

We’re excited to announce the addition of Garrett, Perkins & Horton Advisory Partners and Brad Werner & Company to our...

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January 18, 2024

Baltimore County-based $300 million multi-family office joins Summit Financial to utilize its scale, resources, and integrated technology platform

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January 10, 2024

Breaking away can result in higher take-home earnings and better tax treatment for advisors, and advantages for clients.

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