Independence has been the fastest-growing form of advisor affiliation over the last decade. Many affiliation models exist within that space, giving you the freedom to decide which model is best for your firm and vision. In this white paper, you’ll find a breakdown of key aspects of managing your own firm, what resources you may need, and how independence can put the power of your business in your own hands; allowing you to:

• Put client interests first
• Create a client experience customized to your clientele
• Pursue your preferred marketing & communication strategy
• Make staffing decisions based upon the needs of your practice
• Exert greater control over your economics