3 Reasons To Consider Independence in 2022

  • The Rise and Accessibility of Independence
  • Taking Greater Control of your Business
  • Guilt-Free Client Investment Guidance 

The road to independence has been successfully navigated by many advisors over the years, but today’s landscape looks a lot different than it did even a few years ago. Why? With technology advancements across areas such as practice management disciplines, client experience and connectivity, and marketing services, transitioning to independence has never been easier. Adding to that, is the long-standing belief among many advisors that having greater control through independence will be better for their clients and their own future — and will create greater career earnings. 

With so much change happening in the industry, the growth of the independence space is understandable, if not expected. The big move is exciting and more accessible for those who have always desired that independent path, and it’s more intriguing and alluring for those that might be currently weighing their options or had never believed they would be able to realistically consider that course. But remember, independence isn’t for everyone and technology doesn’t take on the responsibilities of being independent, you do. 

It’s important for advisors to ask themselves why they want to go independent and to ensure they fully understand the new roles and responsibilities independence will create. 3xEquity can help you with both — as a Transition Specialist, we act as your private consultant to make the process more manageable and rewarding. So, for those who are eager, on the fence, or just considering venturing into the independent space, here are 3 Reasons Why You Should Consider Independence in 2022. 

No. 1 – Independence means you get the freedom to build your business as you see fit. You call the shots and don’t have to deal with meeting quotas, selling products, or following someone else’s guide for making investment and planning decisions. You can assemble your own team and take your business in the direction you want and foster the unique vision you have for your business. 

No. 2 – The move to independence comes with the freedom to manage the client experience as you believe is best. You’ve put in the work to really get to know your clients and earn their trust and independence gives you the opportunity to tailor your investment offerings and planning services to best fit their unique needs and goals versus the other way around.  

No. 3 – When you go out on your own, you’re in charge of the investment management process, period. Gone are the days of being swayed towards choosing a certain product over another or being told compliance won’t allow a certain asset class or type of investment. Being independent, you get to pick and choose the investments and products that make the most sense for your clients and the goals they’re trying to reach without unwanted influences impacting your decision-making. 

Breaking away can be an exciting opportunity for many advisors. And, with the barriers to taking this path significantly lowered through technology advancements and the advent of Transitioning Specialists like 3xEquity, we’re seeing many advisors make the move to independence. If you’re considering independence but don’t know where to start, turn to us. We can provide you with the insights needed to make the decision that’s right for you. We’ve built our business around helping advisors through the entire transition process, providing them with up-to-date information, serving as their sounding board, and answering their burning questions about making the big move.

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