Summary: As the industry landscape continues to evolve and traditional brokerage firms become more bureaucratic (especially in a post-DOL rule world), the idea of going independent has become a hot topic among advisors considering change. While many seasoned advisors entertain the thought of having greater freedom, flexibility and control over their business, many believe it’s too late for them to chase that dream.
 In my experience, there is no truth to the statement, “I’m too old.” If the value you place on your ability to grow and serve your clients is greater than your concerns about age or time, independence can be yours.”Mindy Diamond, President & CEO, Diamond Consultants |
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