Enjoy this insightful discussion with Charlie Van Derven, founder of Social Advisors about the evolution of our industry toward greater independence.
Charlie and I will focus our discussion on:
- Industry Shifts: Uncover why many advisors are transitioning toward independence and how it could enrich your professional endeavors.
- Compliance Mastery: Learn strategies for managing compliance in an independent setting, offering you the flexibility to serve your clients without corporate constraints.
- Tech-Driven Efficiency: Gain insight into technological solutions that can optimize your operations and foster client engagement.
- Fiduciary Insights: Dive into the responsibilities of an independent fiduciary and the advantages it offers for bespoke client service.
- Bias-Free Advising: Discuss the impact of corporate detachment on your advisory approach, fostering a genuine, client-first practice.
- Personal Growth: Listen to personal accounts from those who have embraced independence, highlighting the balance and satisfaction it can bring to your life and practice.
