Do You See Independence in Your Future?

From Advisor to Entrepreneur; Determine Which Approach Is Right for You

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When it comes to going independent, the “why” is clear: nine out of ten breakaway advisors cited higher autonomy, higher payouts, and the ability to build enterprise value as their top factors in making their move.*

But beyond the “why” of independence, there are many questions to consider:

 

  • What does independence actually look like?
  • Which costly mistakes do you need to avoid when making the transition?
  • Which affiliation model is the best fit for you?
  • Which entrepreneurial skills will you need to develop to succeed?
  • Can outsourcing help you create more time to serve your clients?

 

Are you trading your time for income, or building a legacy? We’ve put together a comprehensive guide to help you navigate your journey as an investment advisor, so you can weigh your options and make an informed decision. 

*Cerulli Associates: 2021 Broker Dealer Marketplace Overview  

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Much of the success of where my business is today is a direct result of the practice management assistance I've had over the years from AssetMark.

AssetMark Advisor, $25MM+ AUM

0 % Financial potential (97%) and autonomy (92%) are the top reasons why IAs break away.
0 % Interest in the independent RIA model is growing at a rapid rate of 6.7% each year among IAs.
0 % 41% of IBD advisors considered opening an RIA in 2021.