PAG Benefits
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In a clear shift, advisors are moving from the wirehouse firms to independent models.
THE BIG QUESTION IS WHY?
Some of the key drivers of this shift include:
A WIDER SELECTION OF PRODUCT AND SERVICES TO OFFER OUR CLIENTS.
No longer are we tied to proprietary products, mismatched incentives or quotas. Going independent means having the freedom to choose how we want to invest for our clients based on their needs.
BUILDING OUR OWN LEGACY.
Growing our business is hard work and takes years of dedication. Becoming an independent financial advisor allows us to maximize the equity in our efforts and benefit from a transaction or a transfer of ownership to the next generation.
BUSINESS STRUCTURE FLEXIBILITY.
Being an independent advisor means running our business in the way that is right for our clients. Regardless of how we choose to set up our structure, the way we want to conduct our business, or the technology we choose, independence means options. We make the decisions.
ECONOMIC ADVANTAGES.
Running our own independent advisory firm gives us the authority to control our finances and either save more or invest back into the growth of our firm.
Outlook 2024: A Turning Point
In 2024, we believe markets will make a definitive turn to a more recognizable place. En route, the transition will be marked by meaningful shifts in a few key areas. Inflation is going down. The risk of a recession is bubbling up again as the effect of post-pandemic...
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In a clear shift, advisors are moving from the wirehouse firms to independent models.
THE BIG QUESTION IS WHY?
Some of the key drivers of this shift include:
A WIDER SELECTION OF PRODUCT AND SERVICES TO OFFER OUR CLIENTS.
No longer are we tied to proprietary products, mismatched incentives or quotas. Going independent means having the freedom to choose how we want to invest for our clients based on their needs.
BUILDING OUR OWN LEGACY.
Growing our business is hard work and takes years of dedication. Becoming an independent financial advisor allows us to maximize the equity in our efforts and benefit from a transaction or a transfer of ownership to the next generation.
BUSINESS STRUCTURE FLEXIBILITY.
Being an independent advisor means running our business in the way that is right for our clients. Regardless of how we choose to set up our structure, the way we want to conduct our business, or the technology we choose, independence means options. We make the decisions.
ECONOMIC ADVANTAGES.
Running our own independent advisory firm gives us the authority to control our finances and either save more or invest back into the growth of our firm.
Outlook 2024: A Turning Point
In 2024, we believe markets will make a definitive turn to a more recognizable place. En route, the transition will be marked by meaningful shifts in a few key areas. Inflation is going down. The risk of a recession is bubbling up again as the effect of post-pandemic...
Twitter Feeds