Webinar

Advisor Perspectives on Going Independent

July 15, 2026
Zoom Webinar
4-5 p.m. ET | 1-2 p.m. PT

Event details

You've built the book, the relationships, the reputation. But somewhere along the way, your firm started feeling less like a launchpad and more like a ceiling.

Join for our private webinar to hear from advisors who left major wirehouses. They’ll share what they learned, what surprised them, and what they wish they'd known before they made the move.

If you've wondering what your next chapter could look like, and if independence could be right for you, we hope to see you there.

What we will cover

The trend towards independence over the last decade

What kind of advisor thrives as an independent

The top reasons advisors choose to leave the wirehouses

What payouts look like on the other side

What to expect in the transition to independence

Open Q&A: Candid answers guaranteed.

Attendance is limited. Register to reserve your seat.

Registration