The Fiduciary Map to Independence™

Nobody regrets the move to independence…but many Financial Advisors don't have the confidence they need to make the transition.

After a successful transition leveraging the The Fiduciary Roadmap to Independence™, advisors have the ability to better serve their clients, a more profitable business and an asset on their personal balance sheet that enables them to monetize their life's work.

Schedule A Confidential Discovery Meeting

Step 1
Design Your Ideal Firm aligned with your goals

step 2
guided Due diligence & planning

step 3
Execute the transition

are you ready for independence?

Are you tired of recruiters painting an overly optimistic picture?

Do you feel like the custodian you are speaking with is over-promising?

Are you struggling to figure out who you can actually trust?

YOU ARE NOT ALONE

About the incubator

Untitled design - 2020-01-22T164051.845.png

The INDEPENDENCE INCUBATOR™ is lead by Jay Coulter and leverages his network of highly discrete professionals with backgrounds in breakaways, investments, operations, compliance, practice management and M&A.

Schedule A Confidential Discovery Meeting

How It Works

Independence Incubator Infographic vFinal.png

Schedule A Confidential Discovery Meeting

Download The Infographic With Hyperlinks

Schedule Meeting

Schedule A Confidential Discovery Meeting:

Screen Shot 2020-08-07 at 1.34.02 PM.png

The Fiduciary Map to Independence™

Nobody regrets the move to independence…but many Financial Advisors don't have the confidence they need to make the transition.

After a successful transition leveraging the The Fiduciary Roadmap to Independence™, advisors have the ability to better serve their clients, a more profitable business and an asset on their personal balance sheet that enables them to monetize their life's work.

Step 1
Design Your Ideal Firm aligned with your goals

step 2
guided Due diligence & planning

step 3
Execute the transition

are you ready for independence?

Are you tired of recruiters painting an overly optimistic picture?

Do you feel like the custodian you are speaking with is over-promising?

Are you struggling to figure out who you can actually trust?

YOU ARE NOT ALONE

About the incubator

The INDEPENDENCE INCUBATOR™ is lead by Jay Coulter and leverages his network of highly discrete professionals with backgrounds in breakaways, investments, operations, compliance, practice management and M&A.

How It Works

Download The Infographic With Hyperlinks

Schedule A Confidential Discovery Meeting:

Download The AdvisorAssist Guide To Going Independent

2864 Johnson Ferry Rd; Suite 200
Marietta, GA 30062

The Fiduciary Map to Independence™

Nobody regrets the move to independence…but many Financial Advisors don't have the confidence they need to make the transition.

After a successful transition leveraging the The Fiduciary Roadmap to Independence™, advisors have the ability to better serve their clients, a more profitable business and an asset on their personal balance sheet that enables them to monetize their life's work.

Step 1 Design Your Ideal Firm aligned with your goals

step 2 guided Due diligence & planning

step 3 Execute the transition

are you ready for independence?

Are you tired of recruiters painting an overly optimistic picture?

Do you feel like the custodian you are speaking with is over-promising?

Are you struggling to figure out who you can actually trust?

YOU ARE NOT ALONE

About the incubator

The INDEPENDENCE INCUBATOR™ is lead by Jay Coulter and leverages his network of highly discrete professionals with backgrounds in breakaways, investments, operations, compliance, practice management and M&A.

How It Works

Download The Infographic With Hyperlinks

Schedule A Confidential Discovery Meeting:

Download The AdvisorAssist Guide To Going Independent

Step 1
Design Your Ideal Firm aligned with your goals

step 2
guided Due diligence & planning

step 3
Execute the transition