Summary: Financial advisors who are thinking about going independent have many issues to consider, from whether an independent environment is right for them, to what kind of independent model best fits their business and how it will affect their work/life balance.
 Advisors who have proven their value to clients and earned their trust through hard work, creativity and personalized attention, find that 90%-plus of clients will follow them anywhere."Greg Franks, managing partner and president, Snowden Lane Partners. |
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