With PFI Advisors, Affiliated Advisors need not worry about the unknown as they look to make the final step toward financial independence. PFI will ensure they have the proper tools in place to launch their RIA, and that they won’t be paralyzed by the number of decisions that need to be made.
Affiliated Advisors usually don’t need our full breakaway services. Most of the time, they already have office space secured, and a competent operations team in place to handle the day-to-day running of an independent firm. What they need most from PFI is support in (1) building out and integrating systems specific to their new RIA and (2) guidance throughout their client transition.