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Summary: In the advisory business, a couple of events typically cause a rush of exhilaration: landing a big new client and hiring a great new talent. While the loss of a client can create the opposite emotion—dejection—the loss of a key colleague has a way of bursting one's balloon completely, especially when that individual played an important role in your succession plan.
 Creating a strong independent firm means starting with a solid business structure, and choosing the correct independent model to match an advisor’s entrepreneurial style. Completely independent, team tuck-in and hybrid are just some of the more popular choices."
Mark Tibergien, CEO, Pershing Advisor Solution.
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