Practice Management Takeover with Derek Notman [1:03:54]


How to start an RIA and go fully Independent as a Financial Advisor

Becoming an Independent Advisor can be intimidating and stressful, in part because the “how” doesn’t always seem clear, and advisors fear that wearing too many hats may be overwhelming. In this month’s webinar, we’re welcoming an entrepreneurial advisor (and practice management pro) who has recently started their own RIA, Derek Notman. Join us to hear about what they learned as well as the steps they took to go fully independent.


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