Breaking Away? Welcome to the Family.
You are ready for change. We are ready to support you with solutions created with you in mind, because we’ve been there ourselves.
Formerly at a bank myself, I understand the uncertainty you are feeling. But you know what felt worse for me? Being undervalued and restricted. I was actually told by former management that I would be fired for recommending a product I knew was in my client’s best interest. No one should ever be treated that way.
That’s why at Puzzle we put our clients first and empower you to do the same, without any quotas or bureaucracy to interfere. You deserve all the benefits that independence can bring.
We can’t wait to welcome you to the Puzzle family.
CEO and Founder
Breaking away is hard. We are here for you.
The unknown can be startling. Your first step toward independence is addressing your concerns about expenses, risk, and legal concerns.
As advisors ourselves, we know what is at stake…
- Being able to serve your clients better
- Establishing more control over your business
- Maintaining strong client relationships
- Having access to the resources you need
- Being able to reach your clients with your messaging
- Setting up your business in a legally compliant way
- Working towards a vision that you believe in
Take that first step. Talk to us and see how we can support you.
No matter where you are at in solving your independence puzzle, we have the experience, support, and resources you need to put it all together.
Are you ready to go independent?
Take the quiz and find out in just a few minutes.
You have questions? We have answers.
Will my clients come with me?
The more your clients trust and feel comfortable with you, the more likely they’ll be to follow you, especially if you can make it a smooth and easy transition. It won’t happen automatically, however, and if your firm made you sign a non-compete, you must be careful. You’ll benefit from our experience, however, for we can help you recognize common missteps to avoid.
What will my long-term payout be?
It’s hard to say without learning more about you and your needs, and here’s why. Each advisor leans on Puzzle for differing levels of support, plus you can increase your long-term payout should you decide to sell your business. That means your payout is as unique as you. Let’s have a fully transparent and confidential conversation so we can work it out on paper together.
What are the legal risks of going independent?
When you become an independent advisor, you assume all responsibility for staying on the right side of the industry’s often-shifting rules and regulations. You also need to be careful exiting your current firm and cautious when bringing clients with you.
How will I transition my clients?
Puzzle’s onboarding and integration team makes it easy for you and your clients to transition. We’ll go above and beyond to help you have a successful, timely and accurate transfer of your book of business, leaving you free to focus on your relationships with your clients and wow them with your new tools and resources.
What do I do about technology?
Our flexible platform puts the right tech solution at your fingertips, and our team of technology pros means you can choose the level of tech support you want and need.
How easy is it to go independent?
That depends on you. When Puzzle is on your team, we can do the heavy lifting for you to help smooth your road to independence. Try going independent all by yourself, however, and you’ll likely experience a difficult process that can be unpredictable, exhausting, expensive and risky.
How fast can my transition be?
While we can move pretty quickly to help you break away, we’d rather have a bit of time to design and then execute your personalized transition plan. Ideally, give us at least three months to help you transition smoothly.
What if I don’t want to be branded as “Puzzle”?
Everyone is welcome, whether you haven’t the first clue about developing and marketing a brand, you’re bringing your own brand with you or you prefer to be part of the Puzzle brand family. As with our other services, we’ll tailor our branding and marketing solutions to your wants and needs.
Finding Your People
Communities, teams, and puzzles all have one thing in common: when they come together, they are greater than the sum of their parts. That’s the idea behind the Puzzle Partners referral network.
As a Puzzle Advisor, you will be connected with both local and national solutions for Trust & Estate planning, Lending, CPAs, Attorneys and other professionals to keep your business running and your clients happy.
Finding Your People
Communities, teams, and puzzles all have one thing in common: when they come together, they are greater than the sum of their parts. That’s the idea behind the Puzzle Partners referral network. As a Puzzle Advisor, you will be connected with both local and national solutions for Trust & Estate planning, Lending, CPAs, Attorneys and other professionals to keep your business running and your clients happy.