Unlocking Wealth: A Dive into Independent Advisory by Sanctuary Wealth’s CEO | Originally Featured on AdvisorHub.com
October 2023
In a recent article, Adam Malamed, CEO of Sanctuary Wealth, sheds light on the transformative journey of wirehouse advisors embracing independence, a pathway leading to enhanced flexibility, better payouts, and myriad opportunities to bolster the equity value of their own ventures. Malamed accentuates the imperative of partnering with well-capitalized firms that are attuned to the advisors’ growth aspirations, providing a supportive scaffold for their burgeoning enterprises.
Delving further, he earmarks mergers and acquisitions as a fruitful strategy for advisors in transition, especially in the current landscape where a significant number of seasoned advisors are stepping back. The article serves as a rich reservoir of insights for those navigating the shift towards independence. Engross yourself in the detailed narrative by Adam Malamed here and explore the blueprint for accruing substantial value in your independent advisory business.