What to Expect When You Go Independent

Partner Insights from

Moving to a new firm may seem daunting. Get the specifics on making the transition, including a timeline and guidance on critical elements such as a communications platform and client portal. Most important: Learn how to make it happen with the autonomy you want, as well as the resources and infrastructure you need.

For reprint and licensing requests for this article, click here.
Going independent Growing your financial practice in a changing world