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.

HTGI 029: RIA Matchmaker -- an interview with Mary Ann Buchanan from RIAMatch.com

August 10, 2016PodcastSean KernanComment

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.

HTGI 027: Veteran financial advisor Linda Mills on being independent

June 20, 2016PodcastSean KernanComment

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.

HTGI 025: Brad Weddle -- "wish I had done it sooner" despite his "disappointing" transition from Edward Jones

June 6, 2016PodcastSean KernanComment

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.

HTGI 024: Talking Independence with Joshua Sheats on the Radical Personal Finance Podcast

June 4, 2016PodcastSean KernanComment

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.

HTGI 023: How Ashley Hodge manages $100 million from his home office without an assistant

May 27, 2016PodcastSean KernanComment

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.

HTGI 021: Katie Brewer-- can't find the ideal place to work? Build it yourself!

May 16, 2016PodcastSean Kernan1 Comment

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.

HTGI 020: Chad Atkins on best practices in converting from brokerage to advisory

May 5, 2016PodcastSean KernanComment

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.

HTGI 019: Brandon Day on his short trip from insurance company to $1 Billion firm principal

April 27, 2016PodcastSean KernanComment

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.

HTGI 016: Gerald Robinson -- A Career-changer financial advisor's path to independence

April 6, 2016PodcastSean KernanComment

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.

HTGI 014: Helping BILLION dollar teams go independent

March 30, 2016PodcastSean KernanComment

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

HTGI 013 : Bouncing Back from an abrupt departure - why Todd Simmons needed two moves to get to independence

March 25, 2016PodcastSean KernanComment

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.

HTGI 011 : Flying High: Craig Cowles' journey from Pilot to Financial Advisor

March 17, 2016PodcastBrian RuffComment

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.

HTGI 007 : Lessons From a Million-Dollar Practice

January 25, 2016PodcastSean KernanComment

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.

The HTGI Podcast

About Me

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.

HTGI 049: An interview with transitions expert Teresa McCandless