Resources

Why Advisors Leave: Top 3 Reasons

Why Advisors Stay

» No succession plan? Click here to read about why smaller firms are at risk.

Interdependent Advisors’ mission is to create significant and lasting benefit for our Partners through more compliant, productive, profitable and efficient financial practices.


Service	Technology	Compensation

of advisors move each year because of these reasons.

Additional Reasons:

Product Selection
Firm’s Strategic Vision
Compliance Support
Growth Support
Concerns About Broker-Dealer’s Strength
Increased Independence

Attrition
(Clients will leave.)

Time
(It will take too long.)

Cost
(You and your clients will lose income.)

If you have a good relationship with your clients, chances are they will follow you. An experienced broker-dealer partner can maximize retention during your transition and beyond.

Moving your book of business is complex. An experienced broker-dealer partner can guide you every step of the way to avoid pitfalls and delays.

There are things you can do to limit income loss during your move. An experienced partner will help minimize downtime, as well as offer financial assistance to help cover expenses like transfer fees.

Fear of...

Get the Facts. Overcome the Fear.

Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC, to residents of: AL, AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV. Cambridge and Rosselot Financial Group are not affiliated.