TAKING A STAND IN THE FINANCIAL INDUSTRY
Inspiring Independence. Helping Advisors. Advocating For Change.
WHAT WE DO
4Advisors was created to help advisors go independent and start their own advisory firms. Advisors that own their own business and work directly for clients have a lot more freedom and less conflict of interest to serve their clients right. Thus, our modo is advisors serving clients, not corporations.
Read below to see how we help advisors break free in the financial industry match them with successful mentors, and help them start their path to an independent journey.
LEARN ALL THE STEPS OF BECOMING INDEPENDENT
Understanding various business models
• Fee-Only, Fee-Based, Commission, Independent, Totally Independent, RIA but broker dealer affiliated
• Fee-Only, Fee-Based, Commission, Independent, Totally Independent, RIA but broker dealer affiliated
Deciding on a business/entity structure
Understanding the regulatory environment and what is required to build your new business
Matching with an advisor mentor to guide you through the process
WHY BE INDEPENDENT?
More freedom to run your business how you see fit
Less conflict of interest to serve your clients before your other financial firm
Ability to build an asset that is much more valuable when you want to retire or change careers
High level of expertise for support
OUR GOAL IS TO
Educate advisors of all levels of experience on how to create more valuable practices centered around the client
Create a community of like-minded financial advisors to form a net-worth of fiduciaries dedicated to improving the financial industry
Improve the financial industry by facilitating it becoming a true profession owned and operated by financial advisors
READY TO MAKE A MOVE OR HELP ANOTHER ADVISOR?
Learn more with your own advising mentor/coach, or pay it forward by volunteering as a mentor.
I'm independent and interested in becoming a mentor/coach
I'm exploring independence
