Episode 9 - What Does Going Independent Mean?

Behind The Breakaway
09/05/2024 37 min Temporada 1 Episodio 9
Episode 9 - What Does Going Independent Mean?

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Episode Synopsis


In this episode, we explore the different pathways and considerations for financial advisors considering the breakaway movement, from being an employee to going fully independent, including the roles of private equity and owning one's ADV in achieving true independence.
For more information about Uptick Partners and how we can help you in your breakaway journey learn more about the RIA world, visit us at UptickPartners.com.
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