As financial advisors continually seek a more rewarding business model, there is a gravitational pull toward independence. In addition to identifying the right firm, there are many other aspects involved in starting and running an independent practice that can seem overwhelming.
Fortunately, there are turnkey solutions that offer a traditional employee environment with all the control and advantages of being independent. A concierge partnership can alleviate many of the logistical responsibilities and time-consuming tasks of establishing and optimizing your independent practice. This allows advisors to enjoy the benefits of owning their own practice and focus on investing for their clients.
Mark Hamby, CEO, Highland Partners Financial Services