The new DOL changes are a hot topic among people in our industry. Today I thought I'd scatter-shoot on my thoughts on the rule and how it might affect independent financial advisors.
Today I talk with Mary Ann Buchanan of RIAmatch.com. Much like this site, Mary Anne's goal is to help educate advisors and connect them with RIA firms that are looking to add independent advisors.
Considering buying a financial advisor practice to increase the size of your business? In this episode, I talk about the ins and outs of purchasing a book of business and how to make it a successful transition for you and the seller.
In this episode, I interview Craig Cowles, an independent financial advisor who went from pilot to CFP to improve his quality of life. He talks about what types of clients he likes to work with and how he runs the day-to-day of his business.
In this episode, I talk about a few recent industry articles that give examples of how the employee financial advisor model might differ from the independent model. The articles discuss pay grid changes, advisor retirement payouts and business structures
In this episode, I talk to Brian Ruff - an independent financial advisor that I hired in 2013 to help me with my own practice. We talk about his start in the business, what lead him to going independent and what our agreement looks like today.
In this episode, I discuss health insurance for independent financial advisors. We'll break down the costs and coverages and how it differs from your plan at your current employer.
In this episode, I'll break down the expenses an independent financial advisor might face and compare them to those you might see at a bank or wirehouse.
In the first episode of The HTGI podcast, I'll talk about what I hope to provide you with this podcast. In this episode, I'll talk about why I'm doing this podcast and why I think my experience in the financial planner business can help you if you are on the fence about taking your practice to the independent channel.