Advisor
Recruiting

WMI has strong relationships across the independent channel, and we are always happy to make the right introductions at the right times.

If you have the entrepreneurial spirit to own your own firm and focus all your energy on serving your clients, then an independent platform can offer you the opportunity to achieve your greatest potential.

Pitchbooks

Partnered Independence
(Universal Pitchbook)

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Wirehouse
Vs.
Independence

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  • What is Independence?
  • Is it right for me?
  • Platform
  • Technology
  • Leadership
  • Culture
  • Support
  • Compensation (W-2 or 1099)
  • Parent Company
    Ownership Structure
  • Up-Front Forgivable Loan
  • Start-Up Loan or Capital
  • Real Estate Search & Lease
  • Choose Company Name & Logo
  • Build Website
  • Protocol vs. Non-Protocol
  • Client Communication Plan
  • SMA & Mutual Fund Gap Analysis
  • Retirement & Succession
  • Mergers & Acquisitions
  • Monetization
Education
  • What is Independence?
  • Is it right for me?
Firm Due Diligence
  • Platform
  • Technology
  • Leadership
  • Culture
  • Support
  • Compensation (W-2 or 1099)
  • Parent Company
    Ownership Structure
Deal
  • Up-Front Forgivable Loan
  • Start-Up Loan or Capital
Business Start-Up
  • Real Estate Search & Lease
  • Choose Company Name & Logo
  • Build Website
Book Transition
  • Protocol vs. Non-Protocol
  • Client Communication Plan
  • SMA & Mutual Fund Gap Analysis
Additional Topics
  • Retirement & Succession
  • Mergers & Acquisitions
  • Monetization
10 Reasons Why Wirehouse Advisors Should Go Independent

If you have the entrepreneurial spirit to go independent – you won’t be going it alone. We invite you to check out our website:

10 Reasons Why Wirehouse Advisors Should Go Independent.

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