Going independent is one of the biggest decisions an advisor will ever make. Moving from being an employee to running your own business is a huge decision. Even simply changing firms once already independent is a major one. There are a thousand considerations beyond just the obvious—branding, client retention, compensation—and advisors need incredible support when making these decisions and even well past the initial integration with a new firm.

Momentum Independent Network focuses on helping advisors with a seamless move. Instead of focusing on “transition”, momentum makes it a smooth evolution, taking a lot of the anxiety out of switching firms. We provide custom tailored support, personalized marketing consultation, business development road-mapping, and full supervision and compliance, among many other included services, such as insurance. Momentum also provides firm-specific platform and technology training so that your team can be up-to-speed in no time.

Your clients will feel how simple the transition is as well, with Momentum offering a seamless and compliant client paperwork process. And because Momentum is affiliated with HilltopSecurities—a leading municipal investment bank and one of the nation’s largest clearing firms*—your clients will benefit from superior execution, market research and insights, and a robust trading platform.

Gain an edge by speaking with Momentum Independent Network today

*As of Aug. 17, 2019. Based on number of broker-dealer clients. Investment News.