This is part four 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.
transitions
A "one firm for life" advisor goes independent -- part 3 of an ongoing series
InterviewsCommentThis 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
Brian Ruff - how this former Merrill advisor getting a 117% payout - by joining a team
InterviewsCommentThis is a transcript of HTGI podcast episode 9 (click HERE to check out that show) I did with Brian Ruff. 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.
When you would NOT want to go independent - Part 4
CommentNumber 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.
A "one firm for life" advisor goes independent -- part 2 of an ongoing series
InterviewsCommentThis is part two 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
When you would NOT want to go independent - Part 3
MiscellaneousCommentNumber three I listed was, if you’re looking for the biggest amount of money in your bank on day one that you go independent -- so the upfront check. I did an episode about comparing going independent versus taking the check proverbially.
Matt Sonnen - Helping BILLION dollar teams go independent
InterviewsCommentThis is a transcript of HTGI podcast episode 14 (click HERE to check out that show) I did with Matt Sonnen. 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.
Does your firm say "We'll pay you whatever we feel like"?
MiscellaneousCommentThis is a transcript of HTGI podcast episode 10 (click HERE to check out that show) where I discuss the employee model and how it differs from the independent model. 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.
Flying High: Craig Cowles' journey from Pilot to Financial Advisor
Interviews1 CommentThis 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.