For me it looks like being able to travel across the country and taking off on Fridays when I want to.
For my sister Martie, it’s living in NY and CA.
Freedom is the #1 reason most advisor-owners go independent.
Having the freedom to work with clients “the right way” is so important. If you’re about treating clients right, but YOU’RE not able to go where you want, and do what you want when you want, chances are that your business isn’t supporting you.
You can change that.
If you don’t have the freedom you crave to do what you want–when you want–it’s because you don’t have a team, don’t have a big enough team, or your team isn’t working cohesively.… Read More >>