This 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.
Advisor Tools
The 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.
The independent financial advisor toolbox: What I find useful in my practice
Miscellaneous1 CommentThis is a general transcript of a recent podcast episode (listen by clicking here) where I breakdown a few tools that I find useful as an independent financial advisor. There are a lot of options out there and the freedom to find what fits your practice best is another great benefit of being independent.
Independent Advisor Tools: Google Voice
Miscellaneous1 CommentI want to talk about one of my very favorite tools that I've used as an independent adviser, Google Voice. I had never heard of it before went independent. I came across it about a month in, after I made my transition. It was perfect for what I was looking for and I didn't even realize that I was looking for it.