4Advisors was created to help guide those who are seeking a start-up, career transition as advisors, and people wanting to escape a corporate workplace structured on commissions.
We will help counsel you into becoming more independent and client eccentric, moving away from limited company standards to meet quotas, and more towards building relationships & acting on what's best for the client.
Learn all the steps of becoming independent:
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becoming fiduciary
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fee-only options
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becoming an hybrid advisor
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personalized office space
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technology/software to use
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costs
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legal obligations of leaving a corporation
Why be independent?
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Customized guidance
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Responsive, attentive, and personal relationships
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Simple and transparent fee structures
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High level of expertise for support
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More opportunities and freedom in how you want to do business
Our goal is to:
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educate advisors of all levels of experience how to create practices centered around the client
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connect fellow advisors to form a network of fiduciaries dedicated to improving our industry
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improve the financial industry by teaching advisors to follow the best practices at all times
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challenge our industry to improve standards and turn away from corruption
Ready to make a difference?
