Sponsored by Orion Advisor Tech
The remarkable events of the past year may have disrupted your best-laid breakaway plans—but that doesn’t mean you should forsake your dreams of starting an RIA or joining a new one.
In fact, many advisors think firms that have become more digitally innovative over the course of the past year are now more attractive—and working remotely suddenly makes going independent feel more feasible.
But whether you plan to join a new firm or start one of your own, choosing the right technology for your business will be more critical than ever. And with advancements in advisor technology only continuing to accelerate, choosing the right tech partner will be crucial as well.
Download this valuable eBook and discover how successful independent advisors incorporate digital strategy in their breakaway planning.