Adopt a ‘Different Mindset’ Before Going Indie
For advisors who are new to independence, everything from how the computer is plugged in, to water bills and new-office real estate costs must be taken into account, says Kestra Private Wealth Services CEO Rob Bartenstein. “You need to understand how integration of multiple computers works, what sort of cabling and wiring goes into an office, and very often for advisors doing it on their own ... need to figure this out by themselves or find a third party to do the job,” Bartenstein says.
Financial Planning, June 2, 2020
