For wirehouse advisors, the promise of improved flexibility and ownership has long been a draw to go independent. However, those benefits can extend to your clients as well. Free from certain wirehouse mandates, some independent advisors say they can cater their practice more towards the needs of their clientele, regardless of the size of their accounts.

This webcast will explore:

  • How the fiduciary status allows financial advisors to put their clients first
  • Various ways financial advisors can offer more value to clients
  • How past financial advisors who’ve made the jump adjusted their practices to better serve clients and benefit their practices
To view the archive, click here:


This webcast is available to all readers free of charge.

Jeff Boudjouck, Managing Partner, Northeast Investment Group
Keith Brandt, President, California Wealth Transitions
Scott Wilson, Chief Operating Officer, Kestra