Advisors research independence quietly for a year or more before a single call. This is the part you can do alone. Fourteen questions about your book, your contract, your team, and what you actually want. You get a readiness score, the Axxcess path that fits, and a realistic timeline. Instantly, on this page, with no email required.
Scores reflect how much preparation each area needs before a clean transition, not a judgement of your practice.
W-2 versus your own P&L, at your production and in your state. And if you carry a forgivable note, whether it can be accommodated. The math runs on Axxcess systems, never in your browser, and it's unlocked with a code from your Axxcess contact.
Your answers make a better first call. Share them with Adrienne and she'll come prepared. Or keep them to yourself and just book the conversation.