- Your client relationships do not belong to you, they belong to your firm.
- Revenue that is produced by you is being used to recruit advisors who may compete with you.
- You are beholden to your institution, and can only conduct business with them.
- The technology you are paying for within your practice is likely antiquated and expensive.
- Your firm is better positioned to hold you and your clients captive the longer you stay.
If you are aware of any of these issues, and they don’t bother you, then you belong where you are. But if some of these issues disturb you, and you would like to learn more about what you can do about it, we can help.
On November 7th 2017, Aurora Private Wealth is hosting a “Demystifying Going Independent” event in New York City.
Tuesday, November 7th
5:30PM-7:30PM
27 East 31st Street | 8th FL
New York, NY 10016 |
Please RSVP today - SPACE IS LIMITED
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| We have lined up some of the brightest minds in the business to cover: |
The Economics of Going Independent
Financing the Move
Mitigating Employment Transition Risk |
The Independent Culture
The Conflict-Free Life
Managing Your Business Your Way |
Being Independent doesn’t mean you have to do it alone. It means being in control of your own practice, making decisions that are in the best interest of your client, choosing which partners to align with, and owning your client relationships and associated revenue.
Join us and learn how you could transform your future. |
Advisory services offered through Aurora Private Wealth, Inc., an SEC registered investment advisor. Aurora Private Wealth, Inc. is headquartered at 2001 Rt. 46, Suite 506, Parsippany NJ, 07054 973-394-1069. Securities offered through Comprehensive Asset Management and Servicing, Inc., 2001 Route 46 Suite 506, Parsippany, NJ 07054 Member, FINRA/SIPC. |
