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What Kind of Financial Advisor Do You Want to Be?

| July 29, 2021

What Kind of Advisor Do You Want to Be?

The title of this post poses a question for financial advisors who may be considering what they want to achieve out of their career. There are many aspects to that question that come into play when thinking about whether making a move would help their situation.

We prepared a short video that, we hope, provides a somewhat different take on various options for a financial advisor. Whether you don't like the idea of being managed by a big boss at a wirehouse, with pressures around sales quotas and diminishing revenue for your work -- or if you have set up your own independent financial practice but really need a partner to help you focus on your clients -- the message in this video may resonate with you.

Cutter & Company offers the best of both worlds. We work with small firms to provide advantages in compensation, culture, and client relationships large firms have trouble matching. Those benefits often include:

  • Wider range of products

  • Back-office support

  • Compliance support

  • Marketing independence

  • Superior compensation: Tangible value for your hard work

You can learn more about all of this at the Your Business, Your Way section of our website. And we invite you to reach out to Cutter & Company to explore these advantages with a personal conversation.