1. YOU HAVE AN ESTABLISHED CLIENT BASE
One of the biggest indicators you’re ready to go independent is a loyal, well-established client base. If you’ve built strong relationships and consistently receive referrals, you have the foundation to successfully transition your clients to your own practice.
2. YOU POSSESS EXTENSIVE INDUSTRY EXPERIENCE
Years of experience as a financial advisor give you the knowledge, skills, and confidence needed to navigate the challenges of running your own practice. Your reputation and community visibility can be powerful assets in attracting and retaining clients as you make the leap.
3. YOU CRAVE GREATER AUTONOMY
Feeling restricted by firm policies that limit how you serve your clients? Independence means having the freedom to offer a broader range of products and services — so you can tailor solutions without unnecessary limitations.
4. YOU HAVE AN ENTREPRENEURIAL DRIVE
Are you passionate about building your own business and willing to take on responsibilities beyond advising — like marketing, compliance, and operations? That entrepreneurial spirit is key to thriving in private practice.
5. YOU HAVE FINANCIAL STABILITY AND RESOURCES
Starting your own practice requires investment in technology, office space, marketing, and more. Make sure your finances can support the transition and that you’re prepared to weather any potential challenges of business ownership.
MAKING THE MOVE IS A BIG DECISION. WE'RE HERE TO HELP.
Going independent isn't a step to take lightly. Talk to other independent advisors or industry experts to gain insights and prepare yourself.
At Cornerstone Wealth Management®, our advisors are independent but never alone. You'll join a community of over 130 advisors who have successfully made the transition before you, plus a dedicated transition team that handles the account transfer process from start to finish. We also provide support on operational tasks like compliance, marketing, and technology, so you can focus more time on your clients and your family.
If you’re ready to take control of your practice and your future, connect with Cornerstone’s recruiting team to learn how we can support your move and accelerate your growth.
