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)