Verne Marble, director of business development at Private Advisor Group, shares some great insights about navigating the decision-making process to go freelance in this very entertaining episode.
Verne discussed the importance of understanding what business structures are available to financial advisors and deciding what best fits their practice. Verne also shared some considerations financial advisors should make during the process and questions they should ask when conducting their due diligence on which corporate RIA, independent broker/dealer or established RIA to align with.