Summary: The most common concerns are the ability to convert clients and overall financial uncertainty. However, if advisers identify the clients who are most reachable and profitable, along with creating a differentiator to separate themselves from other firms and independent advisers, the overall goal of flying solo is attainable.
 Breaking out of the corporate world and starting a firm is possible for those who have a detailed plan, do their homework and find a differentiator from other firms and independent advisers. With targeted clientele and brand identity, along with the help of a team and technology, a firm can establish itself and begin generating revenue quickly."Min Zhang Min Zhang, CFA, CEO and co-founder, Totum Wealth. |
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