Breaking Away

If you’re an advisor working with a brokerage firm and you’re curious about what life is like on the other side, check out the new landing page from Orion dedicated to breaking away. I’ve been hosting a regular video series for Orion (our portfolio management software provider) that’s basically me interviewing RIA founders who have recently broken away from the brokerage or insurance channel to bec...

source http://thereformedbroker.com/2018/06/06/breaking-away/