One of the major motivations for advisors who choose independence is to build an enterprise via recruitment and M&A. But inorganic growth opportunities are not exclusive to independent firms. Although more limited, wirehouse advisors have options too.

Mindy Diamond on Independence: A Podcast for Financial Advisors Considering Change

Industry Update: What Financial Advisors Need to Know About Growing Through Recruitment and M&A

While independence offers a great deal of freedom and flexibility, it’s not for all advisors. Financial Advisor Recruiter and Consultant, Mindy Diamond, explores the space and options available to help advisors assess if independence is right for them.