How To Go Independent

An objective source to learn about independent business models

HTGI 036: Choosing your transition staff team--what to look for

PodcastSean KernanComment

Summary

When you are making the move to independence, you are learning a lot of new things at once. If you can find someone to help you open accounts and process transfers, you can take a lof of pressure and labor off yourself (and your assistant if you have one). In this episode I talk about things to look for when finding a transition team.

In this episode you will learn....

  • If you should hire someone to assist you with your transition to independence
  • Experience and skills required for someone working on your transition team

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