The independence movement is still in full force with Advisors, but this can mean many things and there are multiple levels of “independence.” In this episode of the Conquer Risk podcast we break down the key steps to consider before taking the leap, including:
· Back-Office
· Compliance
· Investments
· Client Experience
We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way.
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Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
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