Is Now the Perfect Time to go Independent?
Many financial advisors—along with their happy clients—have successfully adapted to a new, much more virtual landscape. Working and conducting business remotely has simply become the new normal for many of us.
In our world of broker/dealers and custodians, firms commonly have multiple branches in big cities. Due to the pandemic, out of necessity some of these companies have had no choice but to close or consolidate regional and other offices. As a result, many advisors now have either a) a much longer commute than they were used to; or b) the opportunity to work from home.
Are you dealing with this scenario or something similar? Or have you already successfully made the transition to working from a remote location of your choice? Either way, here’s something to consider:
If so, let’s see if we can help. The independent advisors we support have access to all the technology, infrastructure, virtual back/middle office team, and practice development support they need in order to run highly efficient RIA businesses from just about anywhere.
We’ve been helping advisors transition to the RIA model for 20+ years. Let’s talk.Contact us today. We can help you explore your options.