SAM DEL ROWE, REPORTER, FINANCIAL ADVISOR IQ: I'm with Robbie Moseley, vice president and head of Advisor Choice Consulting at Raymond James. What factors should advisors consider in defining what freedom looks like to them?

ROBBIE MOSELEY, VICE PRESIDENT, HEAD, ADVISOR CHOICE CONSULTING, RAYMOND JAMES: When it comes to freedom, I think that advisors, as we know, there's been a trend towards independence. But what I have found is that advisors are really craving freedom. And with freedom, that's book ownership, the ability to build and structure your team to fit the needs of their clients. And so, so much of that is built into the advisor choice model and advisors really seeking this idea of autonomy, freedom and flexibility to run their business to best serve their clients while leveraging the resources of a firm, rather than just going full independent all at once and really being that true business owner.

SAM DEL ROWE: How does an advisor's definition of freedom impact different aspects of their practice?

ROBBIE MOSELEY: Yeah, I think that's one of the challenges, is that every advisor defines it differently, right? And so one of the things that a consultant really should do is partner with an advisor to define what that means to them. And for some people, that's really book ownership. That's the ability to own your book, sell your book, transition your book, build your practice the way that you see fit, serve the community in which you desire to make an impact. The really important element of the freedom conversation is not just book ownership, but really, what is your brand forward look like and how often are you revisiting that?

SAM DEL ROWE: Robbie, thanks for taking the time to chat with us.

ROBBIE MOSELEY: Of course. Have a wonderful day, Sam. Thank you for your time.

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What Does Freedom Mean for Advisors?

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