How To Go Independent

An objective source to learn about independent business models

HTGI 002: Chad Atkins; journey from Wholesaler turned Financial Advisor -- a book buyout success story

PodcastSean KernanComment


In this episode, I interviewed my business partner, Chad Atkins. Chad walks you through his career and how he landed on the independent model. He also discusses the process of two practice buyouts he did when he went independent and how each of them were structured. 

In this episode you will learn:

  • Another independent financial advisor's path to independence
  • The details of two practice buyouts and how they were structured
  • How to be awesome....(obviously)


Chad's LinkedIn Bio

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