What does an independent advisor do and what makes an advisor independent?
Independent advisors typically branch away from large firms and manage their clients independently. When considering a financial advisor, it’s important to know what they can do for you and ensure they can meet your needs; an independent advisor might be what you’re looking for.
In this episode of The No BS Podcast, Ryan Shanks is joined by founder and CEO of Independent Advisor Alliance, Robert Russo, to discuss what it means to be an independent advisor and how they differ from the typical financial advisor.
Ryan and Robert discuss:
- What brought Robert to work in financial services
- What advisors looking to start or join an RIA should consider
- Why advisors are breaking away and becoming independent
- What advisors should consider when deciding between becoming RIA and broker dealer dominant
- And more
Connect With Robert:
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About Our Guest:
Robert Russo is the founder and CEO of Independent Advisor Alliance, the largest LPL hybrid firm in the mid Atlantic. They are committed to providing their advisors with the highest level of compliance oversight, advisor advocacy, and personalized service while maintaining an advantageous financial model. Additionally, Robert is a member of the board of directors for communities and schools of Charlotte Mecklenburg, and is a husband and father to two boys.