How To Go Independent

An objective source to learn about independent business models

Podcast

HTGI 072: How Ashley Hodge manages $100 million from his home office without an assistant

PodcastSean KernanComment

Summary

Ashley Hodge, an independent financial advisor in the Fort Worth area, talked about his path to the independent channel. Ashley describes two drastically different transitions in his career, and also breaks down how he has lowered his overhead after going independent. 

In this episode you will learn....

  • How moves from a wirehouse to another wirehouse can sometimes be more difficult than going independent
  • How Ashley's unique pricing structure and low overhead have helped him be successful
  • How to be awesome....(obviously)

Other links:

HTGI 071: A long time successful Level 8: Edward Jones advisor's journey to independence, part 5 of 5

PodcastSean KernanComment

Summary

Jim Webb and I started in the business together at Edward Jones in 2002. We have remained friends in the years since I left EJ in 2005, and my experience became very valuable to him when he was ready to make a move in 2016. I interviewed him five times as he planned for and executed his transition: from a few weeks before until ten months after his move. This episode is part 5 of that series.

HTGI 070: A long time successful Level 8: Edward Jones advisor's journey to independence, part 4 of 5

PodcastSean KernanComment

Summary

Jim Webb and I started in the business together at Edward Jones in 2002. We have remained friends in the years since I left EJ in 2005, and my experience became very valuable to him when he was ready to make a move in 2016. I interviewed him five times as he planned for and executed his transition: from a few weeks before until ten months after his move. This episode is part 4 of that series.

HTGI 069: A long time successful Level 8: Edward Jones advisor's journey to independence, part 3 of 5

PodcastSean KernanComment

Summary

Jim Webb and I started in the business together at Edward Jones in 2002. We have remained friends in the years since I left EJ in 2005, and my experience became very valuable to him when he was ready to make a move in 2016. I interviewed him five times as he planned for and executed his transition: from a few weeks before until ten months after his move. This episode is part 3 of that series.