Gaining Control of Your Career: 8 Steps to Aligning Your Aspirations with Reality

Mindy Diamond | LinkedIn, March 2017

Summary: Hardly a conversation with an advisor goes by without discussing the desire to go independent. Having heard a lot about it – the freedom, flexibility, better take-home pay and the ability to build a true enterprise – many are sure that independence is for them. Yet, sometimes after digging deep, meeting with appropriate representatives, and really getting into the weeds during the due diligence process, some advisors reach the conclusion that – for a variety of reasons – what they thought they wanted doesn’t align with what’s ultimately practical.

While independence may be the answer for many advisors, it’s not for everyone. Truth be told, it’s absolutely OK to stay in a “tried and true” world where you feel more comfortable – and able – to serve your clients and future best. And that’s what matters most."