United Capital Financial Advisors LLC has developed a tool, known as Honest Conversations for Advisors, to help advisors determine if they want to change career paths within the financial industry.
The tool is designed to help advisors decide if they should remain where they are, become an independent RIA, make a lateral move or join a national firm like United Capital. It is based on Honest Conversations, which was launched earlier and is designed to help advisors and investors make financial decisions based on how the investor relates to money.
Honest Conversations for Advisors is an exercise that helps the advisor determine where he is in his career and what is important for the future, says United Capital.
The exercise is a confidential conversation between the advisor and United Capital designed to determine what is important to the advisor and what his advice-planning process is.