Most advisors get into wealth management for one reason: To help clients create a thoughtful path towards financial success. As an RIA or Independent Financial Advisor, it can be challenging to divide your time between managing your clients’ goals and the logistics of running your business.
Increasingly, advisors are choosing to affiliate with a larger RIA and/or mid-back office firm to outsource the time-intensive administrative, compliance and technology tasks of their business. The right partner can also provide necessary financial capital for growing your practice.
Keep all the control of your business … focus on what you do best.
– Kip Caffey, Chief Executive Officer, Resurgent Financial Advisors