I founded our company with two main goals:
- To create a cutting-edge RIA and support structure for advisors seeking independence.
- To create a model that empowers advisors with innovative client service solutions to enhance their effectiveness and stay ahead in the industry.
At Founders, we provide the personalized support crucial for your seamless transition to independence. Each strategy we design is customized to the advisor and their team, acknowledging that every individual has distinct goals, challenges, and needs. From the initial steps toward independence to the ongoing development, management, and growth of a successful independent practice, our team is here to guide you every step of the way. This tailored approach is what makes our process highly effective.
Despite our strong support and proven track record, many in our industry remain hesitant to embrace independence. Some believe that independence is only for a select few, feeling they lack the entrepreneurial skills, marketing capabilities, and operational expertise needed to succeed on their own. At Founders, we see this as a misconception. While I don’t claim that independence is without its challenges or that success is assured, I firmly believe that more advisors should explore the path to independence, rather than remain in environments that don't align with their vision for how they want to run their business.
Constantly adjusting to new compensation models can be challenging. Limited control over your firm’s marketing and client relationships can also create uncertainty. Additionally, not having the freedom that comes with independence can be a significant concern. Not long ago, I found myself at a crossroads in my career, faced with the decision to stay in my comfortable position or venture out on my own. I chose independence because it felt less daunting than to continue to live and work on someone else’s terms.
When you choose to go independent with us, there’s nothing to fear. We’re here to support you every step of the way.
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Tom Porter