There are significant opportunities to grow in ways that might not be possible at a wirehouse, which may only allow you to drive revenue from product commissions or advisory fees.
As an independent advisor, you can choose to offer planning and consulting services, family office support, tax preparation or any other services that you find are relevant to your clients’ needs. You might even choose to focus on certain client segments, such as those that work in a particular profession or some other niche.
To learn more on these topics, watch the replay or read a quick recap of our recent webcast.
– Charlie Cornett, Director, BNY Mellon | Pershing