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

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

Why Advisors Leave: Top 3 Reasons

Service

Technology

Compensation

0 %
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

Why Advisors Stay

Fear of...

Attrition
(Clients will leave.)

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.

Time
(It will take too long.)

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.

Cost
(You and your clients will lose income.)

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.

Get the Facts. Overcome the Fear.

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Investment Advisory Services offered through Investment 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 Interdependent Advisors are not affiliated.

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