How To Go Independent

An objective source to learn about independent business models

When you would NOT want to go independent - Part 4

Sean KernanComment

Number four, you aren’t willing to work hard for a short period of time to improve your business and have more control over it. I have a good friend who, after fourteen years in the industry all at one firm (I met him as we started at the firm about two months apart, fourteen years ago), he is in the process of moving his practice right now from the only firm he’s ever been with.

Talking Independence with Joshua Sheats on the Radical Personal Finance Podcast

InterviewsSean KernanComment

This 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.