Former wirehouse financial advisors who have gone independent say that the jump is worth it, but the landing is easier with the right mindset, preparation for a range of new responsibilities and a willingness to let a client go.
Leasha Flammio-Watson, who left Wells Fargo to join Ameriprise's independent channel in Melbourne, Fla., two years ago, says that other advisors thinking of making a move should know their client relationships inside and out.
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