Answers to the biggest decisions advisors struggle with

The uncertainty of market conditions is an inconvenient truth inherent to the wealth management business.

That is, some days it’s up, other days it’s down.

But what if you’ve been thinking your firm may no longer be the right partner for your business?

How do you know if you should wait things out or proceed full steam ahead?

And if not now, when?

It’s one of the top decisions that advisors struggle with—and we tackle it in?this week’s featured podcast episode.

Next in line when it comes to tough decisions for those considering independence.

Many advisors think independence is a single path—just one big leap from employee to business owner. Yet, in an expanded industry landscape, there are far more versions of independence than many realize, with various levels of freedom, flexibility, and control amongst them.

But with all this optionality comes decision overload. So how do you identify which path to independence is right for you?

Check out this week’s featured article?for 6 criteria that can help you frame the decision-making process.

As summer starts to wind down, it’s the perfect time to keep learning and growing!

Enjoy!

Mindy Diamond

The Path to Independence: 6 Key Elements to Consider Before Starting Your Journey

With so many options to choose from, how does an advisor decide which path to independence to take?

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Listen To It

You can also listen to the full episode on our?website, as well as on?Apple Podcasts,?Google Podcasts,?Stitcher?or?Spotify.