How To Go Independent

An objective source to learn about independent business models

HTGI 017: How to compare the financial benefits of a recruiting transition deal with going independent

PodcastSean KernanComment


One big hurdle to going independent is giving up the large cash windfall that a wirehouse recruiting deal can yield. In this episode, I compared those two different paths for financial advisors looking at a practice transition. 

In this episode you will learn....

  • How to make an "apples-to-apples" comparision between a potential transition package and the financial benefits of independence
  • Why a big, upfront check from a wirehouse is really only like getting a 12.5% per year payout increase
  • How to be awesome....(obviously)

Other Notes/Links from the show:

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