When was the last time you re-evaluated how well your broker-dealer or current affiliation met the needs of your practice? Throughout my career, I've seen far too many advisors suffer from inertia and stay with their affiliations because they think changing will be too much of a hassle.

Taking the time to do the necessary due diligence, you may find there are better affiliations to support the growth of your business -- as well as resources and capital available to facilitate a move.

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

Don't have an account? Register for Free Unlimited Access