The road to true independence can be challenging, but it can also be very fulfilling on both a personal and financial level. As advisors survey the various options that are open to them in today’s financial services landscape, they may want to bear this advice in mind: in order to truly maximize the value of your business in the future, think like a private equity or venture capital investor today.
Rob Bartenstein is Chief Executive Officer of Washington Wealth Management LLC (www.washwm.com), an independent hybrid Registered Investment Advisor (RIA) producer group based in San Diego, CA, with over $1 billion in recruited assets under management. WWM was established by former wirehouse veterans with the express purpose of enabling former wirehouse financial advisors to achieve freedom, independence and growth.
