In this episode, I talk about goal-setting as an independent advisor and how it differs from the employee-advisor model. Whose goals are you working towards?

HTGI 004 : How much will I have to pay for health insurance?

December 22, 2015PodcastSean KernanComment

In this episode, I discuss health insurance for independent financial advisors. We'll break down the costs and coverages and how it differs from your plan at your current employer.

HTGI 002: Chad Atkins; journey from Wholesaler turned Financial Advisor -- a book buyout success story

December 11, 2015PodcastSean KernanComment

In this episode, I interviewed my business partner, Chad Atkins. Chad walks you through his career and how he landed on the independent model. He also discusses the process of two practice buyouts he did when he went independent and how each of them were structured.

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 006 : Whose goals are you chasing?

HTGI 004 : How much will I have to pay for health insurance?

HTGI 002: Chad Atkins; journey from Wholesaler turned Financial Advisor -- a book buyout success story

The HTGI Podcast

About Me

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