Top 15 Resources for Breakaway Advisors

Freedom. Control. Legacy building. Strong client relationships. Improved tech. There are a lot of advantages to becoming a breakaway advisor. However, one disadvantage is you may lose daily access to co-workers or colleagues who’ve become valuable resources. Financial advising is, like most careers, collaborative in the sense that we can learn a lot from others. So what’s a breakaway advisor to do?

Top Breakaway Advisor Myths Busted

While it’s been attributed to a variety of people, the adage is true, “If it were easy, everyone would do it.” The same is true of breaking away from firms and wirehouses. There’s a reason not every financial advisor seeks this path. That said, there’s still quite a bit of misinformation out there regarding the process, from decision to action. Let’s clear that up.