How To Go Independent

An objective source to learn about independent business models

HTGI 016: Gerald Robinson -- A Career-changer financial advisor's path to independence

PodcastSean KernanComment


Today I interviewed Gerald Robinson, a CFP and independent financial advisor in Flower Mound, Texas. Gerald talks about his path to independence that included a stop at couple of employee-model firms before finding his home in the independent channel. 

In this episode you will learn....

  • Another independent advisor's experience with employee model firms
  • How an independent practice can operate with little-to-no overhead
  • How to be awesome....(obviously)

Check out Gerald's website at

Have questions about this episode or questions about going independent?

Shoot me an email at

Also, check us out on Twitter: @HowToGoIndy and Facebook by clickingHERE