Insurance Matters: Critical Considerations for Breakaway Advisors

Summary: As the breakaway movement continues to gain momentum with wirehouse advisors moving into the independent space, the product and service solutions available are becoming more diverse and sophisticated. Compliance, marketing, and technology are well established and are on the top of most advisors’ checklist. However, insurance is still often viewed as an afterthought for many breakaways who often take a figure it out as I go approach.