How To Go Independent

An objective source to learn about independent business models

HTGI 007 : Lessons From a Million-Dollar Practice

PodcastSean KernanComment


In this episode, I talk to an advisor with over 25 years of experience in the independent financial advisor channel. He talks about how he structured and ran his business during his career. 

In this episode you will learn:

  • How being independent compares to the employee advisor model
  • How setting expectations and technology has shaped his practice
  • How to be awesome....(obviously)

Email me your questions!