Successful Platform Firms

HTGI 094: 13 of the Most Successful Platform Firms for Going Independent

July 17, 2019PodcastSean KernanComment

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I help financial advisors who are currently employees explore information about independent business models. This site allows you to do so on your own time, in your own space, with unquestioned privacy. I am trying to build a resource that I would have loved to find when I was educating myself during the 7 years before establishing my practice.

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