Not long ago, a strong digital presence was an afterthought for many RIAs. Today, digital planning is one of the first steps on the path to independence. A recent Cerulli Edge report showed that among employee advisors who prefer independence, 55% are interested in starting a new practice rather than joining an existing one and 33% are interested in launching an independent practice with one to two partners.
As the number of advisors leaving wirehouses to go independent increases, more advisors are realizing the importance of having a strategy in place to ensure a clean and successful break. Executing a detailed and in-depth digital branding strategy is a big part of that planning process.
Laying the Foundation for a Clean Exit
Nowadays, it is important to have a clearly defined digital branding strategy ready for implementation at the launch of