We are dedicated to helping you make a rapid and informed career transition. An Advisor's Guide to Establishing an Independent Practice helps you understand the process and answers your questions about starting your own business.

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You stand at the threshold of one of the biggest decisions in your career: to leave the limitations of big company life behind, and head out on your own as an independent advisor. The opportunity to set your own game plan, retain more of the revenue you generate, and build equity in your own future is exciting. The possibilities are endless, and so are the questions: What business model should you choose? How should you structure your firm? How will you keep abreast of perpetually changing legal and regulatory requirements? How do you determine your first hire?

Pershing Advisor Solutions can help. A growing number of your peers have completed this transition successfully. Drawing on their experiences and on the insights of leading business, legal, and technology professionals will help you with your decisions. We tapped into our wide network of industry experts and extensive in-house knowledge to create this guidebook, which offers a broad introduction to a number of critical concepts and provides a framework to help you make key business decisions.