Leaving a cushy job with the backing of a large firm can be daunting, but for many advisers it is a risk worth taking.
The most common concerns are the ability to convert clients and overall financial uncertainty. However, if advisers identify the clients who are most reachable and profitable, along with creating a differentiator to separate themselves from other firms and independent advisers, the overall goal of flying solo is attainable.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access