Have you read everything here? Still have more questions or need more direct help?

YOUR INFORMATION WILL ALWAYS BE KEPT CONFIDENTIAL -- ALWAYS

I truly understand the sensitive nature of your research. I've "been there, done that" -- and I have such a deep interest in the topic that I created this site.

Please complete as much as you are comfortable sharing below. Use fake info if you feel the need---you can always create an alias Gmail account if necessary.

Or you can simply leave me a "voicemail" message here: https://www.speakpipe.com/HowToGoIndependent. This method leaves no identification behind.

Name

First Name

Last Name

Phone

(###)

###

####

Email Address

What Brings You Here?

Current Firm Affiliation

Which best describes your current situation? (Check all that apply)

Large employee-model firm (ML, MS, UBS, WF, EJ, RJ, AMP, etc)

Bank (Chase, WF, BofA, etc)

Independent with b/d affiliation (LPL, RJ, AMP, etc)

Independent RIA with no b/d affiliation

Solo practice -- no shared personnel or client

Silo pratice -- some shared expenses, but not clients

Ensemble practice -- the organization shares clients