If you are thinking about going independent and looking to grow your assets, you’re in the right place.
Pallas was built by advisors for advisors – with the intent of creating a workplace culture built on trust and transparency — for people who are passionate about helping clients preserve and grow their wealth.
Meet Joe, Eric, and Chris – three advisors who transitioned their clients from wire houses to Pallas Capital – and never looked back.
Learn about their motivation for seeking independence and what elements of freedom, flexibility, and control they are finding most valuable in serving and growing their client base.
The reality is that Pallas Capital’s advisors experience immediate benefits for clients and flexibility for themselves when they transition to independence. They own their book of business and have a great deal of choice about how to customize their practice, while also benefiting from robust centralized resources.
Misconception #1 – I will lose clients during the transition process
Misconception #2 – I will miss the resources and technology of my brand name firm
Misconception #3 – The investment options for my clients won’t be broad enough
Misconception #4 – It’s costly to go independent and run your own business
We have an internal team of registered representatives that has successfully transitioned thousands of clients and over $1B in assets to Pallas – and boasts a 96% retention rate.
The team has a mapped a four-phase process that supports new advisors in preparing existing accounts for transition, where they:
A senior member of our advisor recruitment team would welcome the chance to connect and talk about the benefits of going independent with Pallas Capital Advisors. Your communication with us will be kept strictly confidential.
Please reach out directly by completing the form below. We look forward to talking with you.