Leaving the nest: The risks and rewards of going solo

Leaving a cushy job with the backing of a large firm can be daunting, but for many advisers it is a risk worth taking.

The most common concerns are the ability to convert clients and overall financial uncertainty. However, if advisers identify the clients who are most reachable and profitable, along with creating a differentiator to separate themselves from other firms and independent advisers, the overall goal of flying solo is attainable.

Read more here. 

Leave a Comment