For advisors considering independence, this episode is full of real-world perspective.

Evan J. Mayer sits down with Paul Wood of Agility Wealth Management to talk about why advisors leave wirehouses, what holds them back, and how the right independent platform can create room for growth. They also discuss recruiting, succession, private equity, RIA models, and what it takes to support advisors across multiple locations.

Paul Wood's participation in the For Advisors By Advisors podcast is independent of his activity as a financial advisor with Raymond James.