W2/IND Offerings

If you want the freedom to run your business as an independent, but would rather not manage the administrative aspects …

At the end of the day, the most important voice in your business is that of your clients.

Culture starts with real people caring about the work that they do and how that work affects others.

There are significant opportunities to grow in ways that might not be possible at a wirehouse, which may only allow …

The pandemic has forced advisors to reassess their business models, tool kits and platforms.

The concierge independent models give you the payout and freedom of being independent, without the operational headaches.

Don’t be blinded by the upfront dollars – the true, after-tax advantage is minimal compared to your overall happiness in the …

There are plenty of rankings in the financial industry – which firms have the highest financial advisor headcount, the most …

When you’re exploring new firms for your practice, deciding which opportunity to choose can be quite challenging.

Recently I was honored to join the AdvisorHub Recruiting Roundtable “An Industry in Transition” where we discussed the technological benefits …