Yes, You're Right. Change Is Hard.
But if you have read along this far, you know it’s time:
· Time to make a change.
· Time to be the master of your own ship.
· Time to build a business that can last beyond you.
· Time to do what’s right for yourself and your family.
· Time to do what’s right for your clients.
The process of going independent can sometimes bring considerable stress, as it did in my case, so I’d like to lend a hand. Now that I am settled in and happily building my own independent wealth management firm, I am on a personal mission to help wirehouse advisors who are considering their options see the light.
Contact me for a confidential conversation. I’d be happy to spend a few minutes with you sharing my personal insights and advice.
Here’s how to contact me:
Phone: (805) 330-3700
Toll Free: (855) 334-0033
If you’re a journalist, here’s who to contact:
Dan Klein, CEO
Phone: (800) 440-2587
You can learn more about my independent wealth management firm here:
Lindsey and Lindsey Wealth Management, Inc.
Or spend some time on my blog, where I share additional insights and advice, including how you can access the “Going Independent” video series from Cooper McManus.