How To Go Independent

An objective source to learn about independent business models

HTGI 050: Removing the muzzle--3 clear ways that communication with the world is easier as an independent advisor

PodcastSean KernanComment


We work in a highly regulated industry, so it can be tricky to communicate with the world in a way that fits your business. A large company has to deal with the reality that ten to twenty thousand advisors are potentially putting them at risk. With those two factors, it's nearly impossible to escape the lowest common denominator approach to marketing, branding, social media, etc.

An advisor acquaintance of mine--who is an employee of a large firm--recently shared a very personal story on a personal social media account and got an outpouring of responses. I immediately thought about how useful it could be in showing clients and prospects what she is all about---IF she was independent. In this episode, I discuss 3 major ways that you can improve your communications when you are an independent advisor.

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