Sean was a guest on episode 93 of XYPN Radio, the XY Planning Network's podcast, discussing the option of going independent as a hybrid as a step towards an RIA arrangement.
Related Links:
XYPN Show Notes: http://blog.xyplanningnetwork.com/podcast-blog/ep-93-path-from-commission-hybrid-fee-only-interview-with-sean-kernan
XYPN for advisors: http://www.xyplanningnetwork.com/advisor/
Here on HTGI, we like being independent -- so we may tend to gloss over the fact that it is not for everyone. This episode is the first in a series walking you through the whole process: from the first awareness that being independent is possible to the day you make a move. I cover some obvious reasons to continue down the path researching independence as well a few reasons that you probably shouldn't.
Related Links:
xyplanningnetwork.com/advisor
What does it mean to be an independent financial advisor? Sometimes advisors think independent means starting from scratch, but in this episode, you'll find out that's not the case 99% of the time.