How To Go Independent

An objective source to learn about independent business models

HTGI 038: "Plug & Play" vs. a la carte financial advisor business models

PodcastSean KernanComment


Starting completely from scratch seems overwhelming, so some advisors sign up for fully bundled solutions when they go independent. I discuss the pros and cons of that approach in this episode.

In this episode you will learn....

  • The difference in the service offered at different firms
  • How your expenses might be differ depending on what firm you join

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