Episode 2 — 4 Major Advantages of Working With an Independent Advisory Firm



When seeking financial planning advice, there are typically three types of firms you can work with: independently registered investment advisory firms, bank-owned firms, or publicly traded firms.

Each firm has its own set of traits, however, Eric Tashlein believes that there are four major advantages to working with an independent firm, like Connecticut Capital Management Group.

In this episode, Eric uncovers the client-centric qualities that set independent firms apart and how they offer major benefits that other types of firms can’t.

In this episode, you’ll learn:

  • The advantages of working with a fiduciary
  • How Connecticut Capital prioritizes quality over quantity with clients
  • What approach independent firms can take with financial products
  • The level of transparency that independent firms can provide clients
  • And more!

Join Eric now to learn why working with an independent advisory firm might be the right choice for you!

Resources:  Connecticut Capital Management Group, LLC | (203) 877-1520