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 www.LightForceFinancial.com