How To Go Independent

An objective source to learn about independent business models

HTGI 024: Talking Independence with Joshua Sheats on the Radical Personal Finance Podcast

PodcastSean KernanComment


Here's a recent episode of the Radical Personal Finance Podcast with Joshua Sheats. He's a former financial advisor whose podcast has taken off, and aims to educate investors and advisors alike on the world of personal finance. I joined Joshua to talk about why advisors might look at independence for their practice. 

In this episode you will learn....

  • The differences in the insurance, wirehouse and independent channel
  • How each channel might benefit advisors and what type of practice you might run in each
  • How to be awesome....(obviously)

Other stuff you might want to check out:

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