Moving Captive Advisors to the Land of the Free with Danielle White

Danielle White is the owner of Myriad Advisor Solutions, a business consulting firm and one-stop shop for independent financial advisors.  

Doug and Danielle sat down at the T3 Advisor Conference and talked about the continued migration of advisors and why they decide to change firms. They also discuss

  • The fears/concerns that prevent advisors from moving
  • The mechanical things advisors need to consider when going independent 
  • How Danielle recommends advisors think about coming up with a name for their new firm
  • How Myrad Advisor Solutions helps independent advisors think about and build their tech stack
  • Examples of when Myriad has helped advisors go independent

Resources: Myriad Advisor Solutions

Related: Taking on the 800-Pound Gorilla with FinTech