Are Small Independent Financial Advisors at a Crossroad?

PROpulsion LIVE

In this episode of PROpulsion LIVE, we explore the critical crossroads faced by small independent financial advisor (IFA) firms. Whether to maintain independence, merge with other IFAs, or even exit the profession—this decision is pivotal. We dive into the options available, from joining another FSP or becoming a tied agent to more innovative solutions like creating a virtual advisory firm.
We’ll also discuss how to build longevity into an IFA business through the use of technology, branding, and client retention strategies. Lastly, we explore the importance of proper succession planning, including grooming potential successors and ensuring a smooth client transition.
Join us for practical insights and strategies to help small IFAs make informed decisions about their future.
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1. Are Small Independent Financial Advisors at a Crossroad? (00:00:00)

2. Building a Successful Financial Practice (00:00:06)

3. Strategies for Building a Financial Practice (00:08:53)

4. Succession Planning in Financial Practice (00:19:41)