When was the last time you re-evaluated how well your broker-dealer or current affiliation met the needs of your practice? Throughout my career, I've seen far too many advisors suffer from inertia and stay with their affiliations because they think changing will be too much of a hassle.

Taking the time to do the necessary due diligence, you may find there are better affiliations to support the growth of your business -- as well as resources and capital available to facilitate a move.

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