Today I interviewed a transition specialist that assists advisors with the transition process. Teresa McCandless has a ton of experience, and is a great asset to our firm and those advisors she helps transition their books to our firm.
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.
A veteran of almost 50 years in financial services, advisor LInda Mills joins me and talks about her experiences in the industry and how the independent model differs from other firms.
After 14 years at Edward Jones, Brad Weddle transitioned his successfull practice at possibly the worst time - and has enjoyed continued success as an independent financial advisor.
I thought I would share a recent episode of the Radical Personal Finance Podcast. The host, Joshua Sheats is a former financial advisor whose podcast has taken off, and aims to educate investors and advisors alike on the world of personal finance.
Ashley Hodge, an independent financial advisor from the Fort Worth area, shares his path to the independent channel. Ashley talks about two drastically different transitions in his career, and also breaks down how he has lowered his overhead by going independent.
Kate worked at several places-- large, small, investment-focused, insurance-focused, you name it-- before realizing she needed to try her hand at starting her own. She's on the leading edge of advisors serving younger and/or clients with few investable assets, using technology and a monthly subscription model.
Chad bought a practice to make the transition from wholesaler to advisor. He also converted much of that practice from brokerage to advisory and shared a few lessons learned from his experience in this week's episode.
Brandon Day carefully planned his move to independence, which not only made his transition smooth but led to opportunities that dramatically increased his income. He talks about how being independent gives him the ability to take advantage of things you could never dream of as an employee.
Today I interviewed Gerald Robinson, a CFP and independent financial advisor in Flower Mound, Texas.
Gerald talks about his path to independence that included a stop at couple of employee-model firms before finding his home in the independent channel.
Matt Sonnen coordinated the jump to independence for a team with close to $2 billion AUM. A few years later, the firm was sold to a bank for $100+ million....so he has helped create literally tens of millions of dollars of value for advisors in his career
Todd was comfortable at the only firm he only knew for his first 10+ years in the business, but had to transition to another firm under less than ideal circumstances. After realizing he wasn't in the right place for the long term, he was able to make a successful move to independence. Listen to his journey to hear what lessons learned he has for all of us.
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 to an advisor with over 25 years of experience in the independent financial advisor channel. He talks about how he structured and ran his business during his career.