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Case Study: Finding a Better Fit

If you're part of an entity that is no longer a good fit, this solution is for you. When a wealth advisor is part of an outside entity, or has an existing business partner, their revenue channel often subsidizes the other parts of the business. What is the incentive to grow in this scenario? 

Your activity creates a pipeline of clients for the entity, but perhaps there is little investment in return. You would need to drastically re-engineer your current situation to become truly independent, but it’s difficult when your revenues are absorbed into other parts of the business.

Does this sound like you? Contact Us

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