July 2025 - Independent Wealth Partners

6 Reasons Financial Advisors Seeking Independence Fear the Leap — And How IWP Disarms Them

by Mark Loftus | Jul 28, 2025 | Blog

For financial advisors seeking independence, the thought of leaving a wirehouse or big-name firm often stirs up more fear than excitement. Even those who dream of owning their wealth management practice and building a legacy hesitate at the edge of the unknown. But...