Build a practice you can truly own.
For established financial advisors who want greater control, stronger economics, real equity, and the support needed to build an enduring independent practice.
- Confidential
- No Pressure
- Advisor-to-Advisor
“The goal isn't simply to change firms. It's to build a better practice, a more valuable enterprise, and a better life.”
Is your current platform helping you create value, or capturing it?
A large book of business is not automatically an owned practice. Real ownership means understanding the value of your relationships, your economics, your agreements, your platform, and the enterprise you may eventually transfer.
Ownership without isolation.
You remain the advisor at the center of your practice. SixPoint provides experienced people, operating infrastructure, and repeatable processes designed to make independence more manageable and scalable.
Build the infrastructure before you need it.
A durable advisory practice is more than a group of clients. It requires clear economics, defined ownership, documented workflows, capable people, a scalable platform, and a succession plan that protects both the advisor and the families being served.
- 01 Ownership & Equity
- 02 Payout Economics
- 03 Client Portability
- 04 Operations & Compliance
- 05 Growth & Recruiting
- 06 Succession & Enterprise Value
You have proven you can advise. Now you want to own.
This is for experienced financial advisors with an established client base who are ready to evaluate independence as an ownership strategy, not simply as a change of firm.
- You want equity in the practice you are building.
- You want greater control over economics and decisions.
- You want infrastructure without unnecessary corporate constraints.
- You are planning for growth, succession, or both.
“The objective is not independence for its own sake. It is creating a practice with greater control, greater value, and a future you can shape.”
Real conversations about independence, growth, and ownership.
Dave's advisor-focused channel tackles the questions most recruiters avoid, client portability, the fears that keep good advisors trapped, what independence actually requires, and how to build an enterprise rather than another demanding job.
- Could your clients come with you?
- Fears keeping advisors trapped
- Building equity and enterprise value
No leap of faith. A clear process.
Map your current position
Review your agreements, client portability, revenue, payout, team, technology, and the restrictions shaping your options.
Design the ownership model
Compare economics, equity, support, platform structure, and the succession path available through an independent practice.
Build the transition roadmap
Create a coordinated pre-departure and first-90-days plan for clients, communication, operations, compliance, and cash flow.
What would change if the practice were truly yours?
Let's privately evaluate the clients, economics, ownership structure, operating support, and transition path behind that question.