How To Go Independent

An objective source to learn about independent business models

HTGI 020: Chad Atkins on best practices in converting from brokerage to advisory

PodcastSean KernanComment


Chad bought a practice to make the transition from wholesaler to advisor. He also converted much of that practice from brokerage to advisory and shared a few lessons learned from his experience in this week's episode. 

In this episode you will learn....

  • Why you may NOT want to convert your brokerage business at once, even if you're ready to
  • How to discuss potential objections from clients (or the voices in your own head) about moving to advisory
  • How to be awesome....(obviously)

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