Over time, the pain of staying in a wirehouse environment can outweigh apprehension over the work it takes to leave, two veteran advisers told participants in a Financial Planning webinar covering the challenges of going independent.
“We were at a firm where the answer was typically ‘no’” when it came to having “the freedom and flexibility to build our brand,” Winnie Sun said of her 11 years at Morgan Stanley Smith Barney. She and a co-founder left five years ago to launch Sun Group Wealth Partners in Irvine, Calif.
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