Traditional financial firms often come with a host of frustrations and limitations that can stifle your growth and satisfaction. From outdated technology to restrictive policies, these issues can make your job more challenging than it needs to be. Here’s how going independent with OneSeven can help you overcome these obstacles.
Outdated Technology: A Thing of the Past
Many wirehouses rely on outdated legacy systems that fail to meet the needs of today’s digital clients. As an independent advisor, you have the freedom to choose modern, efficient technologies that enhance your client service. This means better communication, more robust data analysis, and a seamless client experience.
Eliminate the Barriers to Growth
One of the biggest challenges in traditional firms is the lack of support for growing your client base. Firms often expect you to expand without providing the necessary resources. Independence allows you to invest in marketing, client acquisition, and other growth initiatives without waiting for approval or funding from higher-ups. You have the autonomy to expand your business as you see fit.
Take Control of Your Client Relationships
Working for a traditional firm means your clients are technically the firm’s clients. This can be frustrating when you’ve invested time and effort into building those relationships. As an independent advisor, you have the control to maintain and nurture these relationships, ensuring that your hard work benefits you and your practice.
Escape the Corporate Constraints
Traditional firms often impose changing compensation plans, management overreach, pressures to cross-sell, and heavy compliance burdens. These issues can drain your enthusiasm and limit your potential. Independence allows you to escape these constraints and create a practice that aligns with your personal and professional goals.
Break free from the frustrations and limitations of traditional firms. Embrace the opportunities that come with being an independent financial advisor and take control of your future.
Adam H. Blumenthal
Chief Growth Officer
E: ablumenthal@weareoneseven.com
P: 216.789.2228