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

Summary

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


Have questions about this episode or questions about going independent?

Shoot me an email at sean@indyFA.com

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