by Matthew Davis | Mar 11, 2022 | Independence, Succession Planning
Discover the significant factors that can impact the success of a transition and the number of clients who follow you. Becoming an independent advisor is a huge step for any advisor’s business. After working through some of the complexities of the change,...
by Matthew Davis | Jan 3, 2022 | Succession Planning
Six Steps to Creating a Flexible Plan on your Terms Equip yourself with the essential strategies to craft your succession plan. Succession planning is a common term frequently discussed in the financial services industry. Although many advisors are abundantly familiar...
by Matthew Davis | Sep 30, 2021 | Succession Planning
Understanding the industry’s shifting landscape to determine if you should remain as an employee advisor or make a move to independence. The Advisor Migration In the early 2000s, roughly 60% of advisors aligned as W2 employees, but now we see that number has...
