Financial Advisor Transition Checklist Download.


What’s in this checklist?


The things you need to take into consideration before you decide to leave.


Key insights into what to look out for in other firms vs. going it alone.


How to gain access to a team of professionals who will help put you on the right path.

Download our transition checklist.
No Cost. No Obligation.


Why are so many advisors going independent?

Client demand for more personalized financial planning services and a democratization of technology for smaller firms have pulled advisors and client assets toward firms in the independent and family-office space while also making them more viable and competitive business models.


reported higher payout is a major
factor in considering the independent channel.*


reported greater marketing flexibility is a major factor in considering the independent channel.

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