Independent Branches Can Offer Built-in Back-up Plan

After working for years on their own, many advisors struggle to find the right business continuity or succession partner another professional they can trust to assume stewardship of their clients, staff and even family if they become incapacitated, retire or die. Joining a branch can provide the benefit of a built-in back-up plan, in addition to the many economies of scale afforded by sharing overhead and resources.

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Comments (1)
The idea of an independent branch requires some serious considerations. There are a lot of pros and cons associated with it. The idea of offering seamless service to your client when you are forced to stay away for a short or long duration with the intention of ultimately resuming, is a very very attractive proposition. However you must be able to find a like-minded individual who shares the same investment philosophy as you do.
Posted by KIMMY B | Monday, December 09 2013 at 1:27AM ET
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