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Independent no longer means alone for Financial Advisors who want to own their book of business. In the second episode of the three-part series, Garrett Layell breaks down the variety of ways Independent Financial Advisors can operate in environments focusing on individual achievement, team collaboration, or brand powered success.
If you are an Advisor exploring your options or a Firm hoping to better position yourself to grow your team, feel free to give Garrett a call at 919-561-2436 or send an email to Garrett@theadvisoradvocates.com if you’d like to chat about any questions you may have.
One of the best kept secrets in the financial services industry is the Tuck-In model. One of the best descriptions I’ve ever heard for...
How big does an Advisor's business have to be to survive as an Independent? Even 10 years ago, the answers to this question were...
Managing Partner of ICG Next James Costabile & Stephen Kuczynski discuss the challenge facing the financial services industry as it attempts to create succession...