Now, more than ever, advisors have options and opportunities to put them ahead of the competition.
In this episode, Matt Ackermann is joined with Louis Diamond of Diamond Consultants and Robert Sandrew of Integrated Partners as they discuss the process of making the move to being an independent advisor. Matt, Louis and Robert discuss what goes into making the move, and why now might be the best time to do it.
Louis & Robert discuss:
- Why more advisors are making the move to being independent as a result of the COVID-19 Pandemic
- Why some advisors are in neutral and do not want to transition to independence
- What advisors could be doing to get more comfortable with the idea of becoming independent
- What to expect from advisors moving into 2021 and beyond
- And more