Summary
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:
Have questions about this episode or questions about going independent?
Shoot me an email at sean@indyFA.com
Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.