Unlock your independence

Full Independence™ vs. Captive Independence™

Ambiguity around the definition of “independence” can lead advisors down the wrong road, potentially resulting in a loss of time, money, and effort. We can help you assess whether being fully independent is the right choice for you as you explore the future growth of your business.

Full Independence™Captive Independence™
You own your own ADVicon-checkicon-x
In complete control and cannot be firedicon-checkicon-x
Freedom to tailor your sales and marketing strategiesicon-checkicon-x
Ability to create and customize internal technologies and solutionsicon-checkicon-x
Full independence to grow in the best way for your clients and your enterpriseicon-checkicon-x

Undecided? We’re Here to Help.

Understanding the landscape when looking to make your next move can be complex and confusing. We can help you understand your options and help guide your decision to maximize full independence.

financial advisor in blue suit looking at camera