If you're thinking about going independent, you're not alone.
Research shows that 78% of advisors today want to operate independently.1 Not all independent models are the same. In fact, research also highlights several attributes advisors feel they need before making the move.
- Flexibility to access a wide variety of competitive products
- Technology that enhances the client experience and lets them easily connect with their clients
- Support, so they can focus on serving their clients and not on administration and compliance
- Growth opportunities, so they can build their practice the way they want
Lori Brown's story on her transition to Equitable Advisors for our local and national layers of support and innovative technology.
Neil Egger's story on his transition to Equitable Advisors for our flexible, entrepreneurial culture and comprehensive platform.
Learn why an experienced advisor transitioned her practice to Equitable Advisors.
Our supported independence model means you can focus on your clients and your business the way you envision. And we’re here to provide support and opportunities to maximize both short- and long-term compensation and equity.
Learn about how you can build a team at Equitable Advisors like this seasoned advisor has
With our supported independence model, financial advisors like you can leverage our full suite of services and technology tools designed to help strengthen and grow your practice.
Our supported independence model that encompasses an open-architecture platform, leading technology and support for success planning is why two established financial advisors are joining Equitable Advisors. Ross Pake and Pat Tierney are joining us from Cetera and Lincoln Investments, and in total managed $200 million in client assets. We are thrilled to welcome them!
Experienced advisors serving more than $500 million in client assets join Equitable Advisors. At Equitable Advisors, we champion a supported independence model that empowers financial professionals to grow their practices in the way that suits them best. This is why recently, Mark and Jeff Spencer, Jerome Hartl, and Kirt Kilbourne have decided to transition to our organization. Read more about their story here: