Seven in 10 rookie advisors left the industry last year, as most of the training programs are still very sales-based, according to Cerulli.
While independence means less bureaucracy and red tape, it comes with additional responsibilities that advisors should be aware of before opting to make the leap.
Craig Savage shares his journey from Goldman Sachs to Credit Suisse, why joining William Blair ultimately won out over launching an RIA and how finding the right culture has enhanced his team’s growth.
