All good things — including new content on this site — must (might?) come to an end.
I want to give you my insightful industry lessons learned from my most recent trip to Old Navy. Yes, that’s right….Old Navy—the clothing store.
Considering independence? Check out the articles below for more info on going independent. Have your own thoughts? Let us know in the comments below or email us at Sean@IndyFA.com
This is an example of the kind of practice buyout that could propel your career and life as an independent advisor.
If you are going to be a business owner---even with a lot of support--you may want to expand your universe of content you read/listen to/watch. Jason Fried of Basecamp (formerly 37signals) is a great example of someone who can help you "think outside of the box."
Introduction to a resource to help you find a buyer, seller, OSJ, RIA, or resources to start your own new platform.
If you are a financial advisor going independent, you need to make a decision about your office space. Here's how I went about making that decision and why it worked out well for me and my clients.
I recently met with an advisor who is researching going independent from a big firm, and he asked me this...I didn't feel great about my response at the time, so I recorded this video to more thoroughly answer.
Action leads to inspiration, NOT the other way around!
This is part four 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.