Benefits of Independence
We know how much you've invested in your business.
Now imagine what you could do with a partner who invests that much in you.
Serve your clients’
of your success
Start your own business or join another firm?
We can help you think through what’s right for your business based on your passions, experience, strengths, and client needs, as well as your personal and professional goals. If starting out on your own isn’t your vision, you can still chart your own path by joining an existing firm.
Joining an established firm makes it easier to get up and running. You don’t have to create the infrastructure, implement processes, establish a compliance program, or any other start-up tasks. We know firms looking for the right partners and we are happy to make the introductions.
The financial implications of independence are unique to your individual situation: your location, your clients, your financial plan. There is no one right answer, or one-size-fits-all plan. That’s why we will work with you to understand all the trade offs and implications, both in the short term and long term.
For many advisors, moving away from a grid based revenue culture to one where you control your P&L and bottom line is a significant shift. We can help ensure that you have the systems in place to manage effectively and make the right investments to get your business up and running.
Getting the right answers starts with asking the right questions.
We know what is involved in going Independent, and we can help you make the decision that’s right for you by walking you through the many aspects that you need to consider — and showing you how our PAS ecosystem addresses them.
Facilities & Real Estate
Making the Move
Here are the steps we take to help ensure Purpose Advisor Solutions is right for you and your business before you make the move:
Step 1: Plan
Before you decide to work with Purpose Advisor Solutions, we’ll work with you to determine if it’s the right move for you and your clients.
We’ll help guide your decision in four key ways:
Step 2: Transition
Once you’ve made your decision, our expert team will guide you through a seamless transition process.
We provide resources to help ensure your clients are taken care of, including a customized transition plan, marketing communications to announce your move, and technology that’s ready to use on day one. We will also develop a 90 day plan and work with you to anticipate any issues, and provide tools to ease and accelerate the onboarding of your clients.
Step 3: Grow
Beyond transition we will work with you to grow your business for long-term success.
Support doesn’t end when your clients are onboarded. Helping advisors grow and scale their business is the heart of what we do. We continue to build out tools and support to allow you to scale your practice while building equity in your business.