Monetization vs. Independence: What’s the Best Path? A Special Industry Update

Update: 2024-10-17

Description

Many advisors are drawn to independence for the control and equity-building potential it offers, yet find themselves wondering if monetization in the short term might be the better way to go. Jason Diamond and Mindy Diamond provide insights and guidelines to help advisors navigate these choices with strategies to assess factors like growth, profitability, succession planning, and short- vs. long-term goals.

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Monetization vs. Independence: What’s the Best Path? A Special Industry Update

#box-pro-ellipsis-173652506679534{-webkit-line-clamp:2;}Monetization vs. Independence: What’s the Best Path? A Special Industry Update

Monetization vs. Independence: What’s the Best Path? A Special Industry Update

Monetization vs. Independence: What’s the Best Path? A Special Industry Update