 What does “independent” mean to you? Take time to apply the concept to your business model, ownership, advice and product choice. This is not to imply that one model is superior to another, but that we must be clear in showing clients how we conduct our business. This transparency is critical to the integrity of our profession..”Mark Tibergien, CEO, Pershing Advisor Solutions. |
Summary: Semantics are important. When referring to oneself as an independent advisor, do you mean you are an independent business owner, independent in your ability to select technology and platforms, independent in your ideas and recommendations to clients, or independent from direct supervision.
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