Many financial advisors think about leaving the ‘safety’ of the Mothership - you know, the large firm that takes 60% or so of every nickel earned - but then when push comes to shove, can it be done?
Resoundingly the answer is “yes”. Advisor headcount continues to decline in the wirehouses, and rise at independents – the billions of dollars of asset flow out of major brokerage house and bank brokerages shows that both Advisors and Clients are voting with their feet. You CAN do it – but you’ve some thinking, planning and mental reorientation to work through if you hope to be successful. Here are some steps to take and questions to ask:
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