Shoot me an email at kernan@hey.com

Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.

HTGI 098: How To Listen To Podcasts After HGTI -- and Ask the Hard Questions

August 14, 2019PodcastSean KernanComment

Shoot me an email at sean@indyFA.com

Also, check us out on Twitter: @HowToGoIndy and Facebook by clicking HERE.

HTGI 060: The Path To Independence, Part 1 -- should I even consider it?

March 28, 2017PodcastSean KernanComment

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.

HTGI 033: Should I change my business model while I'm going independent?

September 12, 2016PodcastSean KernanComment

When you are making a firm change, it is a natural time to question your business model and consider making changes you would like have in place for the future. This episode discusses the pros and cons of making a change in business model at the same time you are setting up your own practice.

HTGI 031: Comparing your current payout to an independent model payout

September 7, 2016PodcastSean KernanComment

Many independent advisors brag about their 90% payout, but we all know that is not net. But how do you go about comparing your payout at an employee firm to what you might net in an independent business model? This episode gives you an overview of how to get started on that comparison.

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 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 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.

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.

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