Creating More Scale and Efficiency in Your Practice
Watch an informative discussion between our Founding Partner, Robert Milligan Jr. and Advisorhub’s own Tony Sirianni. There is currently much discussion in the industry about the concept of supported independence and how private equity is disrupting the wealth management industry, but with nebulous concepts surrounding practice valuation. Many wire house advisors are longing for a different path, but unsure how to get to the other side with their client base intact. This timely conversation focuses not only on creating scale and efficiency in your practice but touches on many topics, including:
- The independent advisor landscape
- Equity vs enterprise value
- Building a thriving practice with autonomy, collaboration, and integrity
- The benefits of supported independence at 1792 – We’re better together
- The 1792 ecosystem – support to scale your business
- Owning your business – moving from W2 to 1099
- Making goals become a reality
1792 Wealth Advisors was started seven years ago by advisors who knew there had to be a better way – wondering about the next move, chafing at the restrictions, dealing with ivory tower managers who had never sat down with a client. We discovered that better way through supported independence. 1792 Wealth Advisors is the premier destination for individual advisors, teams, and enterprise branches seeking supported independence, control over their own destiny, and the freedom to run their own business and grow.
Autonomy. Collaboration. Accountability. Integrity. Honesty. Professionalism. At 1792 Wealth Advisors, we put all those attributes together into a culture that is liberating and quickly becomes a work family.
If you’re a wirehouse advisor frustrated by bureaucracy, come see how collaboration and a client-centric approach can help you reach new heights at 1792 Wealth Advisors.
Independent … but not Alone.
