Does your current firm have product sale requirements that conflicts with the way you feel your clients need to be served?
Are you frustrated with your firms’ strict limitations around services you can provide and technology you can use to help your clients and scale your practice?
Do you have a vision of how your practice should look like but it would be impossible to build that out in your current state?
. . . . .
If you answered yes to any of these questions, the independent structure may be a good fit for you.
I suffered from all three of these issues, and solved them all by creating an independent RIA built specifically to serve our clients best interest.
We have helped emancipate dozens of advisors from firms that were holding them back, and now they are building the practice of their dreams!
Please take some time to watch the interview with Coach Joe Lukas about the culture at Cornerstone Planning Group.
Think You are a Good Fit?
Click on the link below to set up a time to discuss if the independent channel is right for you.