DALLAS – AUGUST 3, 2022 – Integrity Marketing Group, LLC (“Integrity”), a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, today announced it has entered into an agreement to acquire...
So you’ve been thinking about breaking away from the wirehouse scene. You know a ton of advisors are doing it – they’re taking control and becoming happily and successfully independent. But how do you know if it’s the right move for you? Asking yourself these six...
As an independent financial advisor, or an advisor who is transitioning to independence, networking is your jam. Or is it? Putting yourself out there can be a chore for some of us, so try to remember that building a financial advisor network can help you work both on...
You’ve done your homework about transitioning to independence. You’ve researched and saved. You have a name for your new practice and you know your niche. You’re really doing this. You’ve decided to become an independent financial advisor. Here are four tips to keep...
So you’re thinking of striking out on your own and becoming an independent advisor. That’s great! You have the advisor part down pat. Have you thought about the actual business side of your new practice, though? No worries. We got you. Start with these four...
