Craig Hersch and Patrick Carlson discuss how to assemble a crack team.

How do the economics of going independent compare to the value of taking a recruiting deal from a...

Patrick Carlson and Craig Hersch discuss the biggest misconceptions for wealth planners when it...

How do advisors who move to independence overcome their concerns about making the leap?

A discussion about how estate planners can find clients who are predisposed, pre-motivated and...

While the freedom and flexibility of the independent space is attractive to many, it’s the long...

A discussion about the effects of Protocol withdrawal with Sharron Ash, Chief Litigation Counsel...