In this episode of RIA Collective, Mark Elzweig joins us to discuss the mechanics of making a successful transition to an independent advisor. He emphasizes the importance of due diligence and thoroughness in the process, as well as staying within guidelines and playing by the rules. Mark also highlights how the landscape of independence has shifted, making it easier and more lucrative for advisors to go independent than ever before. He encourages advisors to seek out legal advice and speak with current advisors at the firms they are considering, in order to fully understand the mechanics of the transition. Listen as Mark shares his wealth of knowledge and experience on the topic, and how it can lead to a successful and happy career as an independent advisor.
Mark Elzweig
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