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Volatile Markets: No Reason to Delay Going Independent

Nathan Tice


Let’s consider three hypothetical scenarios, any of which could be in place during a time when an experienced financial advisor is considering setting up an independent practice. The stock and bond markets are essentially flat, with no significant swings up or down in major indices for the most recent two quarters The broad market is… Read the full article

Ask Yourself: Why Wouldn’t My Clients Move with Me?

Nathan Tice


Independent financial advisors want to share a little secret with like-minded colleagues thinking about setting up their own practice. More than 90 percent of your clients, if not all of them, will almost certainly move with you within the first six months. But there is a catch. Your clients will come along because you treat… Read the full article

Financial Advisor Careers: Big Opportunities Working with Small Firms



It is difficult to deny that brand names are part of our culture. From toothpaste, to clothes, to cars, people are often label-conscious. Those interested in following financial advisor careers as well as financial advisors considering a move to independence sometimes wrestle with brands as well, wondering how they can compete on their own against… Read the full article

Pathway to Success: Financial Advisor Careers Paved with a Solid Plan



The opportunity to fulfill personal and financial goals is contingent on careful consideration of your career choices. Once a financial advisor decides that setting up an independent practice offers them the chance to not only build their own business model, but potentially have access to better products and services for clients, they will next seek… Read the full article

Who is Cutter & Company?



Cutter & Company Founders Deborah Castiglioni and Bill Meyer discuss how the firm helps independent financial advisors reach their full potential.​ Who is Cutter & Company? A Conversation with the Founders from Cutter & Company on Vimeo. For more information and to learn about realizing your true potential, click here to download our free Guide to… Watch video

Welcome to the Cutter & Company financial advisor blog!


Over the coming months we will be sharing our thoughts, information and resources about the opportunities that exist in an independent financial services practice. Our firm was founded over a quarter century ago, built from day one with experienced, independent financial advisors.  In sharing our knowledge and experience, we will attempt to take the mystery… Read the full article