Orion Advisor Tech: How to Start Your Breakaway Firm with a Full Book of Business

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Financial advisors thinking about breaking away from their current firm have a lot to think about, between legal costs, a dizzying number of custodians and technology partners to choose from, and keeping their new company a secret from their current employer until they’re ready to resign. But even with all that, the top concern for many comes back to the clients they’ve been serving for years and sometimes even decades—especially in our current environment.

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OAT – How to Start Your Breakaway Firm with a Full Book of Business-
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