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.
Interviews
A "one firm for life" advisor goes independent -- part 3 of an ongoing series
InterviewsCommentThis 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
Brian Ruff - how this former Merrill advisor getting a 117% payout - by joining a team
InterviewsCommentThis 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.
Bouncing Back from an abrupt departure - why Todd Simmons needed two moves to get to independence
InterviewsCommentThis 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.
A "one firm for life" advisor goes independent -- part 2 of an ongoing series
InterviewsCommentThis is part two 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
Matt Sonnen - Helping BILLION dollar teams go independent
InterviewsCommentThis is a transcript of HTGI podcast episode 14 (click HERE to check out that show) I did with Matt Sonnen. 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.
Talking Independence with Joshua Sheats on the Radical Personal Finance Podcast
InterviewsCommentThis is a transcript of my talk with Joshua Sheats on his Radical Personal Finance podcast (click HERE to check out his podcast). Joshua and I discussed the independent model and the different ways to start a financial advisor practice. FYI....this transcript 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.
Flying High: Craig Cowles' journey from Pilot to Financial Advisor
Interviews1 CommentThis is a transcript of HTGI podcast episode 11 (click HERE to check out that show) I did with Craig Cowles. 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.
Veteran financial advisor Linda Mills on being independent
InterviewsCommentThis is a transcript of HTGI podcast episode 27 (click HERE to check out that show) I did with Linda Mills 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.