It's common for advisers to feel excited about the prospect of going independent. It can be financially beneficial and brings structural flexibility that is rewarding to one's practice. The common challenge, though, is deciding what form of independence suits one's practice best. I find it's a decision that takes much time and patience to explore. The good news is there are a lot of options; the bad news is there are a lot of options."

Jodie Papike, president, Cross-Search