How Do I Become an Independent Financial Advisor?

March 22nd, 2021 | Luke Roth

Advisors who ask themselves, ‘How do I become an independent financial advisor?’ might be a little daunted by the prospect of owning their own business. Myriad Advisor Solutions can help you through the multitude of action items to consider. For example:

  1. Choose a Corporate Tax Format & Business Model
    There are many different paths you can take to become an independent financial advisor, with advantages & disadvantages to every route. We’ll help you weigh the options carefully!
  2. Secure Real Estate
    Proper office space at the right location can majorly contribute to your success as an independent financial advisor. Our experts know where to look and will lend you expertise during negotiations.
  3. Select Technology
    It’s no secret that your software & hardware choices are critical to keep pace with the expanding digital frontier. Myriad’s got the connections and know-how to help pick the best tech for your business.
  4. Market Your Brand
    The only thing more exciting than naming your own independent financial practice is when the community takes notice. Our in-house marketing agency knows just how to make you and your brand shine!
  5. Manage Human Resources
    Establishing an independent business is rarely a one-person venture – partners, associates and administrative staff might come along. Our sister company Continuum Advantage covers everything from recruiting, to payroll, to benefits and retirement plans!

And that is just the tip of the iceberg. Myriad alleviates these concerns by assigning you an individual transition partner to guide you through every decision. Read more here about how we start your process of independent business ownership!

If you find yourself asking ‘How do I become an independent financial advisor?’ or any of the questions that come after, don’t hesitate to get in touch today!