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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
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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
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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
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