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True Independence: Helping Breakaways Become Business Owners

Craig Stuvland and Craig Butler of tru Independence stopped by at the Schwab IMPACT Conference to discuss the growing breakaway trend and how they help advisors become business owners.

tru Independence empowers investment professionals with the tools and support they need to create successful independent investment advisory and wealth management firms—while maintaining 100% ownership stake of their new entity.

Watch the interview and learn more about:

  • What tru Independence is and how they help breakaways.
  • Protocol and Non-Protocol: What it really is and is this a trend or a movement
  • How Wirehouse Reps can see that the grass is greener, may be afraid to make the jump to independence and what might ease their minds in making the leap.