Leaving a brokerage firm or a large wirehouse to join a firm of independent planners is a delicate move. Your own career and financial security is at risk when you put your reputation on line with new colleagues.
It’s a popular move: In the latest survey from Schwab, 86% of brokers surveyed said they liked the idea of independence, with 58% saying they would like to join an existing firm, compared to 34% who would prefer to start their own.
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