Home Growth Strategies Grow your RIA. Keep your independence.

Grow your RIA. Keep your independence.

by The 100 Companies

Resurgent Financial Advisors was founded on understanding advisors’ independence and a commitment to protecting it.

All independent advisory firms say they want to grow. A firm can grow by acquisition or by recruiting. Both require capital and experience in structuring deals. Both require a support infrastructure. Few firms have those attributes.

A solution is to partner with a firm that has those, but advisors have a deathly fear of losing “independence.”

“Independence” usually means two things. Advisors don’t want anyone to restrict how they interact with their clients, and they don’t want anyone to change their compensation.

The trick is to find a partner with growth capabilities who’s willing to put independence in the contract.

– Kip Caffey, Chief Executive Officer, Resurgent Financial Advisors

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