Number 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.
When you would NOT want to go independent - Part 2
CommentTalking Independence with Joshua Sheats on the Radical Personal Finance Podcast
InterviewsCommentThis is a transcript of my talk with Joshua Sheats on his Radical Personal Finance podcast (click HERE to check out his podcast). Joshua and I discussed the independent model and the different ways to start a financial advisor practice. FYI....this transcript 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.
When you would NOT want to go independent - Part 1
MiscellaneousCommentFlying 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.
Veteran financial advisor Linda Mills on being independent
InterviewsCommentThis is a transcript of HTGI podcast episode 27 (click HERE to check out that show) I did with Linda Mills 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.
What business decisions are not urgent when I'm going independent?
MiscellaneousCommentI recently wrote a post/series of posts (check out the first one by clicking here) about the things you absolutely need to setup your practice and get you through the first 90 days or so. I wanted to also write about some of the items I think you DON’T need to invest time and money on yet.