When wirehouse brokers consider shifting to independence, they need to weigh a lot of factors and ask a lot of questions. John Stuart and Mag Black-Scott of Beverly Hills Wealth Management provide 11 questions that should be top of mind before making the move.
Many financial advisors think about leaving the safety of the Mothership - you know, the large firm that takes 60% or so of every nickel earned - but then when push comes to shove, can it be done?
Resoundingly the answer is yes.
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