By: Larry Miles
We have spoken with thousands of advisors. They are frustrated by their current firm. They’re looking for something better. And they are uninspired by their options.
As a result, many of these advisors believe their only hope is to start their own firm. We believe there is a better way that allows advisors to have the benefits of business ownership, without the hassle.
Advisors want to own their business and control their client experience. They are committed to their clients and their colleagues, and they know what is best for them.
A desire to help people inspire the best advisors. When running your own RIA, you often spend 25-50% of your time operating the business–which is not time spent on your passion.
Growing an RIA from scratch is hard. It’s much easier when you’re surrounded by a national network of like-minded advisors who together oversee multiple billions of dollars and have hundreds of clients.