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Visio Wealth Blog
Captive vs. Independent Advisors: All you need to know in 2021
Deciding the type of financial advisor you are is a defining moment in your career. Perhaps you’re fresh out of college,...
Should You Worry About Losing Clients When Switching Firms?
There are many reasons why financial advisors make a move from one firm to another. It could be money, it could be product...
What the Pandemic Has Taught Advisors About the Client Experience
Each time an advisor interacts with a current or prospective client, that experience impacts the relationship's...
Attracting the Next Generation of Clients
The baby boom generation is no longer the key to the future for financial advisors. The youngest Baby Boomer in 2021 is 57...
Three Reasons to Become an Independent Financial Advisor
We started seeing the trend in 2017 when more than one-third of wirehouse advisors say they would prefer to join the...
Financial Advisor vs. Accountant: What’s the Difference?
The two most essential pieces to any financial team are a financial advisor and a tax accountant. If you're lucky, your...
Are There Benefits to Working with an Independent Financial Advisor?
Before looking into working with a financial advisor, be sure to do your research on the benefits of an independent advisor...
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