G2 Independent Firms

Most of today’s independent platforms have been built from the top-down - by executives who grew up outside the independent channel. Tomorrow’s independent platforms, however, will be built from the bottom-up. Just think about how many Big 4 Financial Advisors (Merrill, Morgan, UBS & Wells) have transitioned into the independent channel over the last 5 years. That talent pool is now ready to build the next generation of independent platforms.

Executives eager to get started on the second generation of independent platforms would be smart to consult with the best advisors from the first generation. Their collective knowledge will build highly innovative and advanced platforms for all advisors and clients to benefit.

Top-Down opened an important door for the Big-4 platform providers. Bottom-Up firms (G2s) will surely be world class platforms given the large number of experienced advisors who will generously contribute their intellectual capital.

It’s the dawn of a new era.

Paul Sullivan

Founder and Managing Partner

Wealth Management Independence

(973) 525-7626

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I want to help my Big 4 colleagues learn more about the benefits of Independence.

I welcome a confidential conversation and can be reached on my cellphone at the number listed above.

Another resource to learn more about Independence is my website: www.wminyc.com