Transitioning from your current employment to become an independent financial advisor is a solution that addresses the pain points many financial advisors face. This shift offers significant benefits, including more freedom and increased flexibility.
Define Your Freedom
Many people believe that making more money equates to a more independent lifestyle, but true freedom comes from having control over your time. As an employee, your schedule is often dictated by your employer. However, as an independent advisor, you have the luxury of setting your own schedule, allowing you to balance work and personal life more effectively.
Flexibility to Make Decisions
Flexibility is a critical component of independence. As an independent financial advisor, you can make business decisions without needing approval from higher-ups. While you must comply with state and federal regulations, the day-to-day decisions are entirely in your hands. This autonomy enables you to shape your business, tell your own story, and brand your firm in a way that reflects your values and vision.
Ready to enjoy more freedom and flexibility? Transitioning to independence might be the solution you’ve been searching for. Embrace the opportunity to take control of your professional life and create a practice that aligns with your goals. Reach out to me, Chief Growth Officer Adam Blumenthal with any questions.
Adam H. Blumenthal
Chief Growth Officer
E: ablumenthal@weareoneseven.com
P: 216.789.2228
August 7th – Achieve More Freedom and Increased Flexibility as an Independent Financial Advisor
Transitioning from your current employment to become an independent financial advisor is a solution that addresses the pain points many financial advisors face. This shift offers significant benefits, including more freedom and increased flexibility.
Define Your Freedom
Many people believe that making more money equates to a more independent lifestyle, but true freedom comes from having control over your time. As an employee, your schedule is often dictated by your employer. However, as an independent advisor, you have the luxury of setting your own schedule, allowing you to balance work and personal life more effectively.
Flexibility to Make Decisions
Flexibility is a critical component of independence. As an independent financial advisor, you can make business decisions without needing approval from higher-ups. While you must comply with state and federal regulations, the day-to-day decisions are entirely in your hands. This autonomy enables you to shape your business, tell your own story, and brand your firm in a way that reflects your values and vision.
Ready to enjoy more freedom and flexibility? Transitioning to independence might be the solution you’ve been searching for. Embrace the opportunity to take control of your professional life and create a practice that aligns with your goals. Reach out to me, Chief Growth Officer Adam Blumenthal with any questions.
Adam H. Blumenthal
Chief Growth Officer
E: ablumenthal@weareoneseven.com
P: 216.789.2228