Secrets Behind Success: Breaking Away

Making the break

May 30, 2017 | Runtime: 2:29

The break. It’s that moment when a financial advisory team goes independent. One thing that makes that transition so successful is making sure that you have a great team so everything goes off without a hitch.

The first 90 days

May 30, 2017 | Runtime: 2:26

In 2016, more than 400 teams went independent, but “the break” is only the beginning of a difficult journey. What comes next?

The catalyst

May 30, 2017 | Runtime: 3:03

The independent advisory model continues to be an attractive option for financial advisers and their clients. Why do advisers make the decision to breakaway?

Videos 1-3 of 3

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