Secrets Behind Success: Breaking Away

May 30, 2017 | Runtime: 2:29

The break. It’s that moment when a financial advisory team goes independent. One thing that makes that transition so successful is making sure that you have a great team so everything goes off without a hitch.

May 30, 2017 | Runtime: 2:26

In 2016, more than 400 teams went independent, but “the break” is only the beginning of a difficult journey. What comes next?