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Shannon Reed

Shannon Reed

Fictional character

Jun 12, 2026

27:34
what type of advisors are most attracted to you right now?
27:37
Yeah.
27:38
So I would say, I mean, we are a firm that largely serves independent advisors, right? So our focus is very much on independent advisors who want to build and grow their own businesses in the way that they think is right, not necessarily in the model that we think is right.
27:58
So we have a breadth of options for advisors, you know, they can join Within a bank or an institutional relationship, they can join as direct advisors or business owners.
28:13
I like to call them business owners because you're not just a financial advisor in a lot of cases.
28:19
You can join direct with us where we'll handle everything.
28:21
We'll handle home office supervision, obviously the platform, all of those things.
32:47
How do you hold both of those?

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