 Greater client loyalty has motivated successful advisors who want to take control of their businesses, and even reduced their trepidation about breaking away."
Shirl Penney, CEO, Dynasty Financial Partners.
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Summary: There is one overwhelming consensus that keeps financial advisors from declaring their independence: breaking away is difficult and puts that business at risk. However, this isn’t always true. The move to independence can often be executed seamlessly, and result in a new firm that is positioned for greater success and faster growth.
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