Greatest Hits - The Spectrum of Advisor Independence

Advisor Talk with Frank LaRosa

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6M ago 22:41

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*The importance of having a clear understanding of what independence means to you so that you can find a firm partner that meets your unique needs.

*An explanation of the varying levels of independence available to advisors, and the differences between the models depending on how much autonomy advisors are seeking.

*How each independent channel has unique differences that can impact your practice and why it's crucial to understand these differences to make an informed decision when considering a transition opportunity.

Through listening to this episode, financial advisors will gain insights into the spectrum of independence, from complete autonomy to supported independence within a larger organization. Together, Frank and Stacey have helped hundreds of advisors successfully transition to various independent channels. Use this episode as your go-to resource for understanding the nuances of financial advisor independence.

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