Exclusive for VOORNAAM—Keys to Transition Success

The independent advisory model offers a range of flexibility, growth potential, and freedom that appeals to many financial advisors. The rewards, both personal and financial, can be great. But independence is not for everyone, and there is a lot to take into account when considering a transition.

There are multiple models to choose from, so it’s important to understand how each model works – and how it will best support your business needs. Which independent advisory model aligns best with your goals? Should you seek an all-in-one transition, or do you have the patience to gradually evolve your business over time from one affiliation model to another?

This white paper offers keys to transition success, including how you can outsource various aspects of your business and still maintain full control over the direction, decision-making, and results.

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