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The Blog -- Articles about How To Go Independent
This is part three of an interview I did recently with an advisor currently in the transition process. He built a successful practice and decided to make the leap to independence despite being a "one firm for life" advisor early on. I've changed his name in the article to protect his identity. You can read the first part of the interview by clicking HERE or check out part two by clicking HERE
This is a transcript of HTGI podcast episode 9 (click HERE to check out that show) I did with Brian Ruff. It has not been edited to a final draft quality, so please excuse any hard-to-follow passages. You can also listen to the show using the media player to the right or below if on mobile.
When I was talking to independent financial advisors before I made the move, I came across a strange phenomenon: they didn't seem to know what their net payout was!
Number five of why not to go independent (a pretty big one), if you don’t think you’re clients will go with you then you should not go independent because all the economic benefits, the flexibility, the control - if you don’t have clients, it’s sort of pointless.
This is a transcript of HTGI podcast episode 13 (click HERE to check out that show) I did with Todd Simmons. It has not been edited to a final draft quality, so please excuse any hard-to-follow passages. You can also listen to the show using the media player to the right or below if on mobile.