How To Go Independent

An objective source to learn about independent business models


What does it mean to be an independent financial advisor?

MiscellaneousSean KernanComment

This website is called How To Go Independent. The natural question that I probably should follow that is what does that actually mean? What does it mean to “be independent?”

After six and a half years of having my own practice, and about six years before that pondering having my own practice, I have an understanding in my own head and with the people I talk to regularly what independent means. But a couple things have come up in the last week that have reminded me that anytime you're trying to communicate something that you're very familiar with, you need to do the best to start at the beginning.

A deeper look into my path to independence

TransitionsSean KernanComment

I look forward to sharing my insights and knowledge on how to take your investment or financial planning practice from an employee model to an independent model.

I’ve been excited to start this project and I hope it will be helpful and educational for you.

I want to give you a little background on why I decided to start this business and why I'm qualified to provide useful, and hopefully somewhat interesting information, if you’re curious about the other side of our business.