How To Go Independent

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A "one firm for life" advisor goes independent -- part 3 of an ongoing series

InterviewsSean KernanComment

This is part three of an interview I did recently with an advisor currently in the transition process. He built a successful practice and decided to make the leap to independence despite being a "one firm for life" advisor early on. I've changed his name in the article to protect his identity. You can read the first part of the interview by clicking HERE or check out part two by clicking HERE