Planning & Transition - Exploring New Affiliation Models & Partnerships
Gain freedom, flexibility, and full control over your business.
You’re looking to better understand your options in regards to different advisory affiliation models, partnerships and/or succession strategies. Do you want to go independent, consider becoming a Registered Investment Advisor (RIA) or something else?
We walk you through the journey to figure out what’s best for your situation through education, preparation, and implementation.
Solutions Built for Success
Education
Through a series of workshops we help advisors understand the various affiliation models and identify the right fit.
We educate and prepare financial advisors to pursue their model of choice.
To maximize your revenue and profitability, we provide personalized training on pricing models and economics.
Selection
We provide a thorough economic analysis to help you get to where you want to be.
We also provide introductions to appropriate partners based on your chosen model.
We walk through the due diligence and partner selection process with you as a coach and thought partner.
Implementation
We help you put the plan into action. We provide a blueprint to map out project execution and conversion.
We also coordinate plans and paperwork with legal, compliance, and technology partners as appropriate.
We take the burden off your shoulders, save you time, and cut costs on your launch.
Introducing The Empowered Financial Advisor Affiliation Model Workshop
This 2 hour virtual session covers everything you need to know about the various advisor affiliation models and how to select the right one for you.