The Costs of Breaking Away: How Advisors Can Afford to Exit the Wirehouse
See the financial requirements to cover startup breakaway transition costs and fund a transition to independence.
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Scott Wilson
As Senior Managing Director and Chief Operating Officer of Kestra Private Wealth Services, Scott is dedicated to providing experienced advisors with the services and support they need to start their own successful, independent businesses.
5 Tips to Find the Perfect Office Space
After helping dozens of financial advisors breakout of the wirehouse and hang up their own shingle, Scott Wilson and his team at Kestra Private Wealth Services have learned a few things when it comes to finding the right office space.
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