Financial planning isn’t easy. Throw a crisis into the mix, and it’s on another level. Hear how advisors leveraged their independence to weather the ’08 financial collapse and COVID-19, and discover why now may be the exact right time to make your own transition.
For many investment advisors, the ’08 financial crisis and COVID-19 pandemic highlighted just how valuable the Registered Investment Advisor (RIA) model can be for their business. With more freedom and control to do what’s best for their clients, independence has helped advisors soar when the odds were stacked against them. In this four-part white paper, we share insights from real RIAs on how the RIA model helped them navigate turbulent times, the unique advantages they’ve enjoyed through independence, and why now is the best time for you to make the transition.
Download this white paper to discover how the RIA model has helped advisors thrive, with discussions centered around:
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