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.

My Journey to Independence

TransitionsSean KernanComment

Six years ago today, I established my own independent financial advisory practice.  It was the culmination of seven years of building a client base at big firms, learning about various business models, and planning for the move.  It was probably inevitable that I would end up with my own practice once I learned that the independent model existed. 

I am very grateful for the autonomy to run my business the best way I see fit for my clients and my family. For me, "Going Independent" has easily been the best professional decision I have ever made.