industry education
With so many routes to independence it can take you down a path of confusion. We start every engagement with “Education”.
No other firm in the industry has the breadth of knowledge and experience as the Breakaway Advisor Solutions team.
- Benefits of W2 vs 1099
- Independent Broker/Dealer (Corp RIA) vs Hybrid vs Fee-Only RIA
- How to narrow down your options based on your practice and client needs
- How to create the ultimate client experience
- Customizing your Tech Stack based on your firm & client needs
- How to Build Enterprise Value vs Selling now and taking more upfront $
- Going on your own vs joining a platform/service provider
- How to prepare and negotiate with vendors and service providers crucial to your practice
- How to avoid paying for fees and services you don’t really need
