How To Go Independent

An objective source to learn about independent business models

HTGI 015: The independent financial advisor toolbox: what I find useful in my practice

PodcastSean KernanComment


When you're an independent financial advisor, you have a lot of options when it comes to tools you can use to run your practice. I thought I would do a rundown of a few "techy" tools I use on a day-to-day basis. 

In this episode you will learn....

  • A few tools that and independent advisor might find useful
  • Ways you can use tech tools to wrap your business around your life (and not vice-versa)
  • How to be awesome....(obviously)

Have questions about this episode or have a tool that helps make your business/life better?

Shoot me an email at

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