Solved: The 5 Critical Questions to Ask Before Going Independent
Date: Wednesday, September 10, 2014
Time: 4pm ET | 1pm PT
Sponsored and Produced by:
Moderated by: Jamie Green, Group Editorial Director, ThinkAdvisor
As a financial representative at a regional brokerage firm or national financial institution, you’ve heard the stories: Independent advisors say the grass really is greener on the other side and that they wish they’d made the transition sooner.
What is it really like? What should you know before making a move? What are the five critical questions you should get answers to before going independent?
This free one-hour webcast on September 10 features an advisor who made that very move, and he’ll tell you what to expect and how you’ll feel after going independent. John Lindsey left Edward Jones in 2012 to form his own wealth management firm – and while the journey was not bump-free, he is now right-side-up and on track for an even brighter future.
In this special webinar, Lindsey will share the highs and the lows that he experienced during his transition. He’ll be accompanied by business mentor Arthur Cooper of Cooper McManus, who as a branch manager for Securities America played a crucial role in Lindsey’s planning phase, saw him through a difficult transition, and remains a thought partner, friend and helpmate today. They will be joined by attorney Charles Risch, partner with Lawrence Kamin Saunders & Uhlenhop, who will share tips and insights from a legal perspective and Kirk Hulett of Securities America who will give general advice on practice management issues around going independent. You’ll get to ask this peer and those experts the pointed questions you have as well.
If you’ve been thinking of going independent, you owe it to yourself to attend this important web seminar. The panel will share strategies to save you time, money and headaches during the “in transition” process, and will answer these five critical questions:
- What will happen to my revenue?
- Can I hold onto my clients?
- Which steps can my employer take to keep me “captive”?
- What are my business model options for independence?
- Who can help me make the decision, and the transition?
I hope you will join me for this important webcast. Please share this invitation with anyone you think might be interested.
Click here to register (and/or to receive a free copy of the recording post-event).