A Word From Our Founder & CEO Tom Porter:
I started Founders Financial Alliance with two goals in mind –
To make going independent less intimidating and to be the go to resource for advisors who want to build their own unique brands through their own private practices.
While there are plenty of other firms one could consider I believe Founders Financial Alliance offers the personalized attention necessary for your transition.
Each and every plan our team creates is unique – because each and every advisor has unique goals, challenges and needs.
Every step to independence and then building, running and growing a successful practice is meticulously laid out. And our team is with you every step of the way.
That’s why our process is so successful.
But even with all our support and all our successes, there are thousands of advisors who should make the move to independence but won’t because they fear failure.
And no wonder.
Some believe that independence is only for a rare breed of advisor, and that the majority do not possess the entrepreneurial skills, marketing capabilities and operational acumen to go it alone. We believe this is a myth, and it is unfounded.
I’m not saying that going independent is easy. I’m not saying growing a successful firm is guaranteed. But I am saying there are far more advisors that should go independent than do.
There are a lot of things to be afraid of in life; going independent shouldn’t be one of them.
In our experience:
Scary is having to regularly adjust to a new model and compensation plan.
Scary is having less control over the marketing of our firm and our client relationships.
Scary is not having the freedom of independence.
It wasn’t too long ago that I sat right where you are now. I was at a crossroads in my career. Should I embrace the golden handcuffs and stay at the firm I was with or take control and venture out on my own.
I decided to go independent because it was the less scary choice.
Scary is living my life on someone else’s terms.
Scary is waking up one morning and realizing I have missed out on family moments I should have been a part of – like my children’s soccer and basketball games.
Missing out on life’s most important moments all because I didn’t have the flexibility and freedom to be there.
There’s nothing to be afraid of when you go independent with us. To find out why, LET’S TALK
About Tom Porter
Tom began his Wealth Management career in the metropolitan New York area in 1992 as a Financial Advisor with a major brokerage firm. He later moved back to his home state of North Carolina where he was a First Vice President and Private Financial Advisor in Wealth Management for a large regional bank/brokerage firm. Tom is a graduate of the University of North Carolina at Chapel Hill with a B.A. in Economics.