Wirehouse Advisors: Will My Resources Be Limited on the Independent Channel?
In this video, I share highlights from my conversation with a 20-year wirehouse veteran who had a lot of misconceptions about becoming an independent financial advisor.
Many believe that moving to independence means losing access to important services and resources, but that’s simply not true. I break down the real differences in costs between wirehouses and independent firms, for example: Not paying for expensive offices, excessive branding, or layers of management (it’s more common that independent advisors pay for what they truly use).
If you’re considering whether to stay or go, I encourage you to reach out. My goal is to give you the clear, objective information you need to make the best decision for your business.
I hope this helps. Thanks for watching!
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Contact & connect with me:
Text: (908) 902 4903
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Website: https://www.coreywalen.com
Corey Walen, Managing Partner
Bridgemark Strategies
