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Registered Rep Webinar

Dec 12, 2007 6:03 PM



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A Registered Rep Webinar
When is the right time
to go fee-only?


Becoming an independent RIA is a serious career step. And while this business model is experiencing rapid growth, many advisors are still unclear about its unique benefits.

Even if you’re already a successful wirehouse representative or independent contractor advisor, an independent fee-only practice gives you the potential to serve clients better, gain independence from large brokerage house restrictions, build equity in a firm you own, and receive up to 100% payout.

But when should you make the transition? During this free Web seminar on Wednesday, January 30th at 4:00pm EST, attendees will gain key insights from two industry experts:

  • Rebecca Pomering, principal of Moss Adams LLP, will focus on practice management considerations, such as strategy, financial management, and human capital. Speaker Bio
  • Danny Sarch, founder and president of Leitner Sarch Consultants Ltd., will explain how to evaluate your options and how to select a custodian. In addition, you’ll hear from two advisors who recently made a successful transition. Speaker Bio

To learn more about how this business model can offer the greatest personal and financial reward, register today.

Archived Webinar


PRESENTERS



Rebecca Pomering Principal
Moss Adams LLP



Danny Sarch
President
Leitner Sarch Consultants, Ltd.
 

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