Advisors looking to leave employee-based firms behind have a variety of options they can pursue. These options, and the ability to move between them, give advisors flexibility to make independent affiliation work for their practice.

In this white paper you’ll find a breakdown of which advisors seek independence and why. You'll also discover:

• What it really means to manage your own business
• How you can make a successful transition 
• An affiliation model that will meet you where you are