Independence means doing things your way. Advisors go independent with a variety of goals in mind. Some want to design every aspect of their Registered Investment Advisor (RIA) firm, while others simply want to be able to focus on their clients. Some want to build equity in their business, while others prefer to join a firm and negotiate for income and an equity percentage in a larger asset.
In Exploring paths to independence, you will hear from experienced advisors on the paths they took to independence, and we’ll take a closer look at: