Do You See Independence in Your Future?

From Advisor to Entrepreneur; Determine Which Approach Is Right for You

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When it comes to going independent, the “why” is clear: nine out of ten breakaway advisors cited higher autonomy, higher payouts, and the ability to build enterprise value as their top factors in making their move.*

But beyond the “why” of independence, there are many questions to consider:

What does independence actually look like?
Which costly mistakes do you need to avoid when making the transition?
Which affiliation model is the best fit for you?
Which entrepreneurial skills will you need to develop to succeed?
Can outsourcing help you create more time to serve your clients?

Are you trading your time for income or building a legacy? We’ve put together a comprehensive guide to help you navigate your journey as an investment advisor, so you can weigh your options and make an informed decision.

*Cerulli Associates: 2021 Broker Dealer Marketplace Overview

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“Much of the success of where my business is today is a direct result of the practice management assistance I've had over the years from AssetMark. ”

AssetMark Advisor, $25MM+ AUM

97 % Financial potential (97%) and autonomy (92%) are the top reasons why IAs break away.

6.7 % Interest in the independent RIA model is growing at a rapid rate of 6.7% each year among IAs.

41 % 41% of IBD advisors considered opening an RIA in 2021.