This is a transcript of HTGI podcast episode 10 (click HERE to check out that show) where I discuss the employee model and how it differs from the independent model. 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 you would NOT want to go independent - Part 1
MiscellaneousCommentFlying 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.
What business decisions are not urgent when I'm going independent?
MiscellaneousCommentI recently wrote a post/series of posts (check out the first one by clicking here) about the things you absolutely need to setup your practice and get you through the first 90 days or so. I wanted to also write about some of the items I think you DON’T need to invest time and money on yet.
The absolutely critical pieces to have in place before you go independent -- CLIENTS
MiscellaneousCommentThe absolutely critical pieces to have in place before you go independent -- A PLACE TO WORK
MiscellaneousCommentThe absolutely critical pieces to have in place before you go independent -- A COMPUTER
MiscellaneousCommentYou need a COMPUTER -- another obvious item, but I want to mention it anyway. You can decide if you want a desktop or a laptop, there's benefits and drawbacks to each. I won't go to that in detail -- in this form I might do another episode at some point on all the technology decisions there are to make and some of the pros and cons of each.