Whether you agree with the change or not, you can leverage the transition to your advantage with the right approach
Cindy Boury didn't like the way her financial advisor spoke to her 25 years ago. Now she runs her own branch.
Tips from those who made the transition
You can increase profits by reducing expenses, but any cuts must be made with caution and without lowering your value in the eyes of clients
A dispute among high-performing financial advisors demonstrates the importance of a clear departure agreement
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Kevin Burkett said advisors starting a firm should ditch a defined plan and be open to input instead
Advisors can offer a personalized experience through deeper client engagement
Advisor-owned firms have added billions in AUA by poaching advisors from banks
Elke Rubach was a successful lawyer when she discovered her passion for helping people understand finances