Ep 8: How Independence Can Benefit Your Clients - a podcast by kestrapwsoutloud

from 2022-07-13T13:37:18

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For wirehouse advisors, the promise of improved flexibility and ownership has long been a draw to go independent. However, those benefits can extend to your clients as well. Free from certain wirehouse mandates, some independent advisors say they can cater their practice more towards the needs of their clientele, regardless of the size of their accounts.