Pathways to Independence

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There's been phenomenal growth in the independent advisor channel, and for good reason. Independence provides advisors with a resilient practice that they can customize based on their interests, their skills, and their client needs. Moving to independence can feel overwhelming, but advisors have access to a wide variety of tools and resources to make a smooth transition.

Corey Fitzgibbon, Regional Vice President, Fidelity Institutional, outlines what advisors should consider when evaluating independence. He'll discuss:

• Why advisors are making the switch to independence
• Selecting the affiliation option that's right for you
• The role economic conditions should play in your decision
• Making the move to independence with conviction

Listen to the podcast Pathways to Independence.