The fifth key item before you pull the trigger is pretty simple: you need a PHONE that works and you know how to use well.
This 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.
I 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.